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
$672M
AUM Growth
+$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.57M
3
+$3.46M
4
AMGN icon
Amgen
AMGN
+$3.24M
5
NTAP icon
NetApp
NTAP
+$3.11M

Top Sells

1
+$3.79M
2
+$3.25M
3
+$2.48M
4
T icon
AT&T
T
+$2.27M
5
DRI icon
Darden Restaurants
DRI
+$2.06M

Sector Composition

1 Financials 20.7%
2 Healthcare 13.82%
3 Industrials 12.15%
4 Consumer Discretionary 9.2%
5 Consumer Staples 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 1.6%
34,560
+10,400
27
$10.7M 1.59%
289,131
-18,685
28
$10.4M 1.55%
84,435
-300
29
$10.3M 1.54%
317,250
-1,200
30
$10.2M 1.52%
167,960
-800
31
$10.1M 1.51%
164,417
+2,117
32
$10.1M 1.5%
164,175
+56,325
33
$9.95M 1.48%
33,732
+537
34
$9.81M 1.46%
656,590
+125,000
35
$9.8M 1.46%
136,550
-500
36
$9.72M 1.45%
332,115
+23,235
37
$9.71M 1.44%
110,495
+35,365
38
$9.52M 1.42%
50,089
+1,379
39
$9.02M 1.34%
370,341
-133,308
40
$8.9M 1.32%
49,500
-200
41
$8.8M 1.31%
182,194
-321
42
$8.53M 1.27%
40,753
-150
43
$8.39M 1.25%
42,382
+697
44
$8.15M 1.21%
192,975
-800
45
$8M 1.19%
58,065
+815
46
$7.95M 1.18%
32,620
-100
47
$7.37M 1.1%
31,192
+772
48
$7.08M 1.05%
122,026
-32,061
49
$6.77M 1.01%
139,700
-600
50
$6.62M 0.99%
84,600
-300
1
2
3 4