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
$955M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$5.74M
3
+$3.47M
4
DFJ icon
WisdomTree Japan SmallCap Dividend Fund
DFJ
+$3.15M
5
EWJV icon
iShares MSCI Japan Value ETF
EWJV
+$3.14M

Top Sells

1
+$16.6M
2
+$12.7M
3
+$11.9M
4
META icon
Meta Platforms (Facebook)
META
+$10M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.37M

Sector Composition

1 Financials 37.08%
2 Communication Services 15.68%
3 Technology 15.3%
4 Industrials 10.56%
5 Energy 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$152M 15.88%
329,424
-18,175
2
$62.1M 6.51%
108,530
-17,535
3
$52.3M 5.48%
192,848
-15,375
4
$47M 4.92%
831,888
-44,996
5
$43.8M 4.58%
261,755
-23,225
6
$41.2M 4.31%
116,490
-5,750
7
$37.8M 3.96%
74,651
-5,136
8
$32.7M 3.43%
422,905
-22,200
9
$32.2M 3.37%
65,206
-5,575
10
$30.8M 3.22%
145,836
-10,480
11
$30M 3.14%
255,975
-19,375
12
$26.1M 2.73%
94,655
-6,925
13
$25.1M 2.63%
157,300
-74,659
14
$21.7M 2.27%
482,175
-35,050
15
$20.7M 2.17%
715,725
-59,400
16
$19.8M 2.07%
84,950
-71,365
17
$18.2M 1.91%
230,175
-22,100
18
$18.1M 1.9%
185,314
+8,076
19
$15.9M 1.67%
443,800
+397,150
20
$14.5M 1.52%
706,500
21
$14.3M 1.5%
29,020
22
$14.2M 1.48%
296,020
23
$13.8M 1.44%
104,635
-4,600
24
$13.4M 1.41%
320,585
-19,850
25
$12.7M 1.33%
428,000
-25,000
1
2 3