SCM

SKBA Capital Management Portfolio holdings

AUM $695M
1-Year Est. Return 15.86%
This Quarter Est. Return
1 Year Est. Return
+15.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$719M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.9M
3
+$7.96M
4
WY icon
Weyerhaeuser
WY
+$7.82M
5
IBM icon
IBM
IBM
+$7.55M

Top Sells

1
+$20.7M
2
+$15.2M
3
+$9.95M
4
LLY icon
Eli Lilly
LLY
+$9.84M
5
EHC icon
Encompass Health
EHC
+$9.81M

Sector Composition

1 Financials 22.56%
2 Energy 16.22%
3 Technology 14.99%
4 Healthcare 14.28%
5 Industrials 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.7M 1.77%
94,720
-400
27
$12.2M 1.7%
126,425
-15,700
28
$11.9M 1.65%
314,756
-122,333
29
$11.5M 1.6%
298,783
-7,819
30
$11.4M 1.59%
300,221
+292,227
31
$11.4M 1.58%
102,950
-39,950
32
$11.2M 1.56%
308,780
+29,000
33
$11.2M 1.56%
187,775
+182,920
34
$10.7M 1.49%
36,350
-32,200
35
$9.9M 1.38%
56,950
+3,750
36
$8.06M 1.12%
47,500
-300
37
$7.96M 1.11%
+121,700
38
$7.89M 1.1%
280,540
-238,200
39
$7.82M 1.09%
+221,800
40
$7.81M 1.09%
225,070
-100
41
$7.79M 1.08%
74,600
-2,300
42
$7.77M 1.08%
120,200
-52,500
43
$7.74M 1.08%
91,600
-116,500
44
$7.69M 1.07%
54,300
-2,400
45
$7.6M 1.06%
94,136
+90,740
46
$7.34M 1.02%
+60,820
47
$7.33M 1.02%
147,500
-700
48
$7.26M 1.01%
60,200
-1,150
49
$6.76M 0.94%
127,800
-400
50
$6.68M 0.93%
98,800
-1,100
1
2
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