SCM

SKBA Capital Management Portfolio holdings

AUM $704M
1-Year Est. Return 11.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.38%
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
+$11.4M
2
+$11.2M
3
+$7.85M
4
IBM icon
IBM
IBM
+$7.48M
5
MDT icon
Medtronic
MDT
+$7.27M

Top Sells

1
+$18.5M
2
+$15.2M
3
+$9.91M
4
EHC icon
Encompass Health
EHC
+$9.81M
5
PG icon
Procter & Gamble
PG
+$9.74M

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
76
$206K 0.03%
7,200
-1,300
77
– –
-266,057
78
– –
-5,316
79
– –
-293,750
1 2 3
4