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
$622M
AUM Growth
+$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$5.04M
3
+$3.62M
4
WY icon
Weyerhaeuser
WY
+$3.53M
5
C icon
Citigroup
C
+$3.5M

Top Sells

1
+$6.87M
2
+$5.99M
3
+$5.7M
4
GE icon
GE Aerospace
GE
+$5.6M
5
INTC icon
Intel
INTC
+$4.48M

Sector Composition

1 Financials 20.13%
2 Healthcare 12.71%
3 Energy 12.38%
4 Consumer Staples 11.94%
5 Technology 11.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12M 1.93%
148,950
-12,100
27
$11.8M 1.9%
144,690
-13,970
28
$11.5M 1.85%
354,180
-36,950
29
$11.2M 1.81%
172,800
-11,250
30
$11.1M 1.78%
222,200
-20,000
31
$11.1M 1.78%
185,700
+31,350
32
$10.8M 1.74%
134,155
-10,820
33
$10.1M 1.62%
82,440
-30,200
34
$10.1M 1.62%
518,250
-49,500
35
$9.96M 1.6%
73,869
-7,677
36
$9.79M 1.57%
242,170
-24,100
37
$9.4M 1.51%
356,800
+133,900
38
$9.16M 1.47%
67,500
+16,000
39
$9.14M 1.47%
113,154
-11,100
40
$9.09M 1.46%
95,550
+91,500
41
$9.08M 1.46%
757,400
+211,700
42
$9.08M 1.46%
163,400
+49,700
43
$8.51M 1.37%
176,600
-65,600
44
$8.45M 1.36%
412,150
+176,550
45
$6.58M 1.06%
187,304
-16,848
46
$6.51M 1.05%
151,411
-97,660
47
$6.31M 1.01%
50,920
-46,000
48
$6.08M 0.98%
91,180
-8,700
49
$6.04M 0.97%
43,115
-31,127
50
$5.31M 0.85%
49,368
-4,709
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