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
$1.21B
AUM Growth
+$77.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$20.2M
3
+$18.7M
4
QCOM icon
Qualcomm
QCOM
+$16.6M
5
IVZ icon
Invesco
IVZ
+$14.5M

Top Sells

1
+$11.9M
2
+$11.4M
3
+$11.3M
4
KMB icon
Kimberly-Clark
KMB
+$10.8M
5
ADI icon
Analog Devices
ADI
+$10.1M

Sector Composition

1 Financials 23.74%
2 Healthcare 15.58%
3 Technology 13.22%
4 Industrials 11.34%
5 Energy 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.47M 0.45%
74,735
+35,900
52
$5.43M 0.45%
164,205
+70,300
53
$5.09M 0.42%
388,860
+193,400
54
$5.01M 0.42%
+651,800
55
$4.42M 0.37%
228,825
+124,400
56
$4.38M 0.36%
+114,550
57
$4.38M 0.36%
90,750
+44,600
58
$4.35M 0.36%
413,255
+200,327
59
$4.32M 0.36%
31,285
+12,650
60
$4.31M 0.36%
+156,815
61
$3.87M 0.32%
95,780
+43,000
62
$3.68M 0.31%
244,855
+137,400
63
$3.56M 0.3%
40,775
+16,063
64
$3.29M 0.27%
+151,690
65
$3.26M 0.27%
86,070
+46,050
66
$3.17M 0.26%
132,100
+89,140
67
$3.16M 0.26%
67,787
+26,931
68
$3.13M 0.26%
35,730
+17,900
69
$2.81M 0.23%
61,053
+25,689
70
$2.72M 0.23%
61,430
+13,180
71
$1.44M 0.12%
62
+5
72
$1.18M 0.1%
71,300
-715,890
73
$1.17M 0.1%
21,100
-5,340
74
$1.14M 0.09%
35,845
-35,430
75
$597K 0.05%
7,500
+1,000
1 2
3
4 5