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
$895M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$786K
3
+$345K

Top Sells

1
+$6.39M
2
+$4.33M
3
+$3.14M
4
META icon
Meta Platforms (Facebook)
META
+$3.1M
5
MCK icon
McKesson
MCK
+$2.92M

Sector Composition

1 Financials 34.81%
2 Technology 16.47%
3 Communication Services 15.8%
4 Energy 9.53%
5 Industrials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$125M 13.96%
350,124
-17,925
2
$58.7M 6.56%
165,890
-8,755
3
$48.8M 5.46%
260,735
-639
4
$43.6M 4.87%
124,150
-1,850
5
$43.5M 4.86%
883,434
-55,850
6
$40.5M 4.53%
287,430
-1,275
7
$36.6M 4.09%
81,087
-593
8
$34.2M 3.82%
445,680
-19,175
9
$33.2M 3.71%
172,565
-16,335
10
$30.3M 3.39%
71,106
-675
11
$27.5M 3.08%
275,475
-285
12
$26.6M 2.97%
156,418
13
$24.2M 2.71%
239,840
-1,150
14
$21.5M 2.41%
177,390
15
$20.8M 2.33%
101,630
-75
16
$19.5M 2.18%
517,225
+20,850
17
$17.7M 1.98%
340,585
-175
18
$17.6M 1.96%
252,475
-2,110
19
$16.8M 1.88%
584,225
+12,000
20
$14.8M 1.65%
453,000
21
$14.5M 1.63%
109,283
-300
22
$13.4M 1.5%
29,020
-6,300
23
$13.1M 1.46%
706,500
-106,000
24
$12.2M 1.36%
296,020
-44,230
25
$11.5M 1.28%
152,105
-26,520
1
2 3