SBCM

Schwerin Boyle Capital Management Portfolio holdings

AUM $897M
1-Year Est. Return 21.11%
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$86.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$11.8M
3
+$11.8M
4
GNTX icon
Gentex
GNTX
+$3.77M
5
XOM icon
Exxon Mobil
XOM
+$123K

Top Sells

1
+$36M
2
+$8.85M
3
+$2.43M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2M
5
AAPL icon
Apple
AAPL
+$1.73M

Sector Composition

1 Financials 38.21%
2 Technology 17.13%
3 Communication Services 13.78%
4 Energy 8.29%
5 Industrials 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$155M 14.58%
453,174
-5,875
2
$64.6M 6.09%
225,170
-2,050
3
$59.6M 5.62%
342,076
-2,550
4
$54.5M 5.14%
176,575
-4,375
5
$49.5M 4.67%
1,159,159
-6,023
6
$46M 4.34%
380,405
-298,005
7
$45M 4.25%
537,955
-10,500
8
$41.3M 3.9%
117,888
-844
9
$39M 3.67%
1,358,021
-3,517
10
$38.9M 3.67%
98,981
-3,375
11
$38.3M 3.61%
197,255
-8,935
12
$37.3M 3.52%
347,785
+1,150
13
$32M 3.02%
243,590
-5,700
14
$29.8M 2.81%
350,640
-7,950
15
$27.9M 2.63%
+759,975
16
$27.9M 2.63%
191,593
-5,500
17
$21.8M 2.06%
444,235
-750
18
$20M 1.89%
337,585
-2,450
19
$17.5M 1.65%
51,410
-4,000
20
$17.2M 1.63%
40,320
-5,680
21
$14.5M 1.37%
812,500
22
$13.8M 1.31%
340,250
23
$13.3M 1.25%
453,000
+129,000
24
$13M 1.22%
135,881
-450
25
$12.4M 1.17%
102,980
-2,133
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