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
$856M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$11.2M
3 +$10.2M
4
VLO icon
Valero Energy
VLO
+$8.45M
5
LHX icon
L3Harris
LHX
+$7.66M

Top Sells

1 +$14M
2 +$13.9M
3 +$13.6M
4
TFX icon
Teleflex
TFX
+$10.2M
5
EMR icon
Emerson Electric
EMR
+$9.02M

Sector Composition

1 Financials 24.6%
2 Healthcare 14.78%
3 Industrials 13.62%
4 Technology 12.16%
5 Energy 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.52M 0.18%
38,028
-21,190
77
$1.5M 0.18%
+50,680
78
$1.44M 0.17%
8,920
-13,912
79
$1.4M 0.16%
39,550
-10,900
80
$1.15M 0.13%
14,856
-6,650
81
$1.08M 0.13%
59,990
-40,400
82
$1.06M 0.12%
57
-38
83
$485K 0.06%
6,200
-178,900
84
$452K 0.05%
5,900
-7,900
85
$439K 0.05%
6,571
-521
86
$431K 0.05%
13,156
87
$372K 0.04%
6,650
88
$361K 0.04%
20,500
-425,100
89
$345K 0.04%
12,975
-521,259
90
$282K 0.03%
5,700
-6,900
91
$281K 0.03%
6,800
-3,800
92
$261K 0.03%
9,100
-473,850
93
$258K 0.03%
+3,600
94
$247K 0.03%
3,000
-400