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
$555M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$7.98M
3
+$5.44M
4
CME icon
CME Group
CME
+$4.97M
5
MDT icon
Medtronic
MDT
+$2.58M

Top Sells

1
+$6.96M
2
+$4.11M
3
+$3.52M
4
MRK icon
Merck
MRK
+$2.53M
5
CB icon
Chubb
CB
+$2.5M

Sector Composition

1 Financials 18.09%
2 Healthcare 14.64%
3 Technology 12.42%
4 Industrials 9.71%
5 Energy 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.04M 0.91%
85,340
-17,000
52
$4.89M 0.88%
36,324
-5,119
53
$4.81M 0.87%
147,261
-80
54
$4.74M 0.86%
84,000
-72,750
55
$962K 0.17%
2,895
56
$863K 0.16%
5,932
57
$666K 0.12%
1,518
+66
58
$590K 0.11%
11,410
+200
59
$571K 0.1%
795
60
$487K 0.09%
1,429
61
$457K 0.08%
2,550
62
$448K 0.08%
5,250
-100
63
$402K 0.07%
1,640
-110
64
$360K 0.06%
28,700
+59
65
$348K 0.06%
+1,676
66
$326K 0.06%
2,720
+340
67
$316K 0.06%
9,385
-2,900
68
$288K 0.05%
3,950
69
$288K 0.05%
2,052
-50
70
$287K 0.05%
1,650
-100
71
$278K 0.05%
2,105
72
$272K 0.05%
1,030
73
$265K 0.05%
2,595
74
$240K 0.04%
8,360
-640
75
$237K 0.04%
3,700
1 2
3
4