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
$1.02B
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.1M
3
+$8.43M
4
CHRW icon
C.H. Robinson
CHRW
+$5.09M
5
HP icon
Helmerich & Payne
HP
+$4.43M

Top Sells

1
+$13.1M
2
+$11.7M
3
+$7.53M
4
PSX icon
Phillips 66
PSX
+$6.97M
5
BAX icon
Baxter International
BAX
+$3.94M

Sector Composition

1 Financials 19.1%
2 Energy 16.12%
3 Industrials 13.99%
4 Technology 13.54%
5 Healthcare 13.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.09M 0.5%
+68,600
52
$4.43M 0.43%
+66,050
53
$735K 0.07%
24,575
+140
54
$624K 0.06%
17,200
-2,300
55
$580K 0.06%
10,975
56
$563K 0.06%
11,980
-200
57
$548K 0.05%
41,330
58
$537K 0.05%
3,950
59
$513K 0.05%
6,635
60
$494K 0.05%
3,413
61
$479K 0.05%
10,733
62
$458K 0.04%
6,040
-100
63
$454K 0.04%
22,145
+1,080
64
$441K 0.04%
16,480
-700
65
$408K 0.04%
14,980
+1,400
66
$394K 0.04%
15,300
+1,640
67
$386K 0.04%
6,350
-800
68
$383K 0.04%
32,442
-519
69
$356K 0.03%
6,650
70
$355K 0.03%
13,175
-740
71
$343K 0.03%
18,100
-1,600
72
$326K 0.03%
7,855
73
$297K 0.03%
7,250
-600
74
$230K 0.02%
2,400
-1,340
75
$230K 0.02%
1,800
-200
1 2
3
4