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
$741M
AUM Growth
+$3.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$7.21M
2 +$4.3M
3 +$3.16M
4
GE icon
GE Aerospace
GE
+$3.15M
5
CB icon
Chubb
CB
+$1.7M

Top Sells

1 +$7M
2 +$6.04M
3 +$4.23M
4
OXY icon
Occidental Petroleum
OXY
+$2.16M
5
COP icon
ConocoPhillips
COP
+$1.18M

Sector Composition

1 Financials 22.65%
2 Energy 16.55%
3 Healthcare 14.25%
4 Technology 13.79%
5 Industrials 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,520
77
-7,564
78
-96,400
79
-3,670
80
-45,700