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
$542M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.36M
3
+$2.7M
4
DRI icon
Darden Restaurants
DRI
+$2.53M
5
WY icon
Weyerhaeuser
WY
+$2.48M

Top Sells

1
+$7.16M
2
+$6.11M
3
+$4.74M
4
RIO icon
Rio Tinto
RIO
+$2.49M
5
AIG icon
American International
AIG
+$1.56M

Sector Composition

1 Financials 17.72%
2 Healthcare 14.39%
3 Technology 12.24%
4 Consumer Discretionary 11.22%
5 Energy 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 1.88%
159,910
+200
27
$9.97M 1.84%
74,290
28
$9.86M 1.82%
338,900
+21,700
29
$9.25M 1.71%
226,350
+1,200
30
$8.98M 1.66%
23,050
31
$8.85M 1.63%
161,160
32
$8.8M 1.62%
138,300
-39,200
33
$8.67M 1.6%
56,495
+17,600
34
$8.66M 1.6%
51,350
35
$8.44M 1.56%
205,300
-3,400
36
$8.16M 1.51%
163,378
-663
37
$8.11M 1.5%
205,765
38
$7.89M 1.46%
257,330
+80,740
39
$7.84M 1.45%
106,400
+8,400
40
$7.5M 1.38%
47,150
41
$6.97M 1.29%
48,310
-50
42
$6.37M 1.18%
31,295
-50
43
$5.76M 1.06%
175,600
44
$5.41M 1%
36,324
45
$5.33M 0.98%
31,445
46
$5.27M 0.97%
85,340
47
$5.05M 0.93%
+24,300
48
$4.98M 0.92%
73,535
49
$4.91M 0.91%
147,261
50
$4.87M 0.9%
150,154
-500
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