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
$738M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$11.1M
3
+$8.55M
4
AIG icon
American International
AIG
+$8.4M
5
GE icon
GE Aerospace
GE
+$7.2M

Top Sells

1
+$10.5M
2
+$6.68M
3
+$6.68M
4
PKG icon
Packaging Corp of America
PKG
+$6.38M
5
MSFT icon
Microsoft
MSFT
+$5.6M

Sector Composition

1 Financials 22.9%
2 Energy 15.11%
3 Healthcare 14.78%
4 Technology 14.26%
5 Industrials 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$263K 0.04%
13,450
+2,450
77
$251K 0.03%
13,200
+500
78
$217K 0.03%
4,190
79
$211K 0.03%
4,520
-200
80
– –
-2,000
81
– –
-7,200
82
– –
-98,800
83
– –
-40,221
1 2 3
4