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
$953M
AUM Growth
-$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$1.74M
3
+$1.65M

Top Sells

1
+$12.9M
2
+$11.9M
3
+$6.07M
4
DIS icon
Walt Disney
DIS
+$3.47M
5
AAPL icon
Apple
AAPL
+$3.33M

Sector Composition

1 Financials 36.07%
2 Communication Services 16.37%
3 Technology 14.59%
4 Industrials 9.82%
5 Energy 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$141M 14.83%
347,599
-1,550
2
$63.6M 6.67%
126,065
-25,550
3
$52.3M 5.48%
284,980
-2,250
4
$52.1M 5.46%
876,884
-1,950
5
$48.2M 5.06%
208,223
-51,571
6
$37.1M 3.89%
122,240
-320
7
$35.8M 3.76%
79,787
-600
8
$33M 3.46%
231,959
-5,831
9
$32.9M 3.45%
156,315
-15,800
10
$32.6M 3.42%
445,105
11
$31.7M 3.32%
275,350
12
$31.6M 3.32%
156,316
13
$31.2M 3.28%
70,781
-175
14
$24.5M 2.57%
101,580
15
$21.7M 2.27%
775,125
+58,850
16
$21.3M 2.24%
517,225
17
$18.9M 1.98%
252,275
18
$17.3M 1.82%
177,238
19
$16.9M 1.78%
29,020
20
$16.1M 1.68%
340,435
21
$15.4M 1.62%
109,235
22
$15.3M 1.6%
453,000
23
$13.6M 1.42%
706,500
24
$13M 1.36%
296,020
25
$12.7M 1.33%
81,000
1
2 3