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
$719M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.9M
3
+$7.96M
4
WY icon
Weyerhaeuser
WY
+$7.82M
5
IBM icon
IBM
IBM
+$7.55M

Top Sells

1
+$20.7M
2
+$15.2M
3
+$9.95M
4
LLY icon
Eli Lilly
LLY
+$9.84M
5
EHC icon
Encompass Health
EHC
+$9.81M

Sector Composition

1 Financials 22.56%
2 Energy 16.22%
3 Technology 14.99%
4 Healthcare 14.28%
5 Industrials 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.66M 0.93%
+102,000
52
$5.94M 0.83%
96,900
-5,540
53
$1.78M 0.25%
+40,221
54
$682K 0.09%
7,420
-108,300
55
$618K 0.09%
20,930
-1,000
56
$529K 0.07%
9,025
-20,508
57
$517K 0.07%
3,700
-21,100
58
$512K 0.07%
6,650
59
$499K 0.07%
5,254
+50
60
$488K 0.07%
2,600
+50
61
$444K 0.06%
24,800
-2,520
62
$437K 0.06%
9,080
63
$399K 0.06%
12,475
-400
64
$389K 0.05%
3,850
+100
65
$382K 0.05%
14,880
-807,000
66
$336K 0.05%
14,434
+187
67
$327K 0.05%
7,900
68
$323K 0.04%
3,250
69
$303K 0.04%
3,400
+100
70
$300K 0.04%
1,435
71
$262K 0.04%
12,700
+1,800
72
$256K 0.04%
2,000
-200
73
$242K 0.03%
4,720
-600
74
$233K 0.03%
11,000
-1,400
75
$214K 0.03%
4,190
1 2
3
4