SCM

SKBA Capital Management Portfolio holdings

AUM $723M
1-Year Est. Return 8.58%
This Quarter Est. Return
1 Year Est. Return
+8.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$77.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$20.2M
3
+$18.7M
4
QCOM icon
Qualcomm
QCOM
+$16.6M
5
IVZ icon
Invesco
IVZ
+$14.5M

Top Sells

1
+$11.9M
2
+$11.4M
3
+$11.3M
4
KMB icon
Kimberly-Clark
KMB
+$10.8M
5
ADI icon
Analog Devices
ADI
+$10.1M

Sector Composition

1 Financials 23.74%
2 Healthcare 15.58%
3 Technology 13.22%
4 Industrials 11.34%
5 Energy 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.6M 1.88%
297,145
+265,600
27
$21.5M 1.79%
264,956
+147,100
28
$21.5M 1.78%
218,760
+10,900
29
$21.3M 1.77%
233,615
+11,100
30
$20.2M 1.67%
334,832
-16,200
31
$20.1M 1.67%
198,050
-200
32
$19.5M 1.62%
286,042
+30,326
33
$18.4M 1.53%
512,009
+27,880
34
$17.4M 1.44%
743,670
+109,300
35
$16.6M 1.38%
+221,800
36
$14.5M 1.2%
+366,900
37
$14.2M 1.18%
154,131
-1,461
38
$13.9M 1.15%
185,465
+12,900
39
$13.7M 1.14%
183,900
-151,900
40
$13.5M 1.12%
136,100
+300
41
$13.3M 1.1%
413,280
+93,440
42
$12M 1%
110,600
-20,700
43
$11.2M 0.93%
67,900
-1,688
44
$10.7M 0.89%
133,600
-46,600
45
$10.2M 0.85%
140,496
-341
46
$9.82M 0.81%
426,400
-209,600
47
$9.73M 0.81%
146,600
+6,700
48
$6.47M 0.54%
119,775
+57,200
49
$5.91M 0.49%
168,980
+92,000
50
$5.59M 0.46%
328,030
+149,300
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