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
$555M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$7.98M
3
+$5.44M
4
CME icon
CME Group
CME
+$4.97M
5
MDT icon
Medtronic
MDT
+$2.58M

Top Sells

1
+$6.96M
2
+$4.11M
3
+$3.52M
4
MRK icon
Merck
MRK
+$2.53M
5
CB icon
Chubb
CB
+$2.5M

Sector Composition

1 Financials 18.09%
2 Healthcare 14.64%
3 Technology 12.42%
4 Industrials 9.71%
5 Energy 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.9M 1.79%
103,835
-250
27
$9.81M 1.77%
164,041
-551
28
$9.72M 1.75%
39,220
+300
29
$9.61M 1.73%
225,150
30
$9.61M 1.73%
208,700
-950
31
$9.43M 1.7%
547,720
-5,000
32
$9.16M 1.65%
41,261
+10,950
33
$9.13M 1.65%
+161,160
34
$8.99M 1.62%
23,050
35
$8.61M 1.55%
205,765
+4,950
36
$8.49M 1.53%
47,150
37
$8.18M 1.48%
48,360
-100
38
$8.08M 1.46%
51,350
-200
39
$7.98M 1.44%
+98,000
40
$7.16M 1.29%
89,900
-15,975
41
$6.41M 1.16%
31,345
42
$6.11M 1.1%
143,200
-52,320
43
$5.92M 1.07%
176,590
+162,300
44
$5.82M 1.05%
31,445
+100
45
$5.6M 1.01%
150,654
-55,700
46
$5.41M 0.98%
154,395
-1,900
47
$5.34M 0.96%
148,585
-600
48
$5.26M 0.95%
73,535
-400
49
$5.14M 0.93%
38,895
50
$5.13M 0.93%
175,600
-54,800
1
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