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
$771M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$15.9M
2 +$9.56M
3 +$8.34M
4
LUMN icon
Lumen
LUMN
+$8M
5
MDLZ icon
Mondelez International
MDLZ
+$7.62M

Top Sells

1 +$14.1M
2 +$9.98M
3 +$9.56M
4
LHX icon
L3Harris
LHX
+$7.69M
5
BA icon
Boeing
BA
+$7.34M

Sector Composition

1 Financials 22.26%
2 Energy 15.05%
3 Healthcare 13.69%
4 Technology 13.58%
5 Consumer Staples 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$202K 0.03%
+2,750
77
-2,250
78
-5,300
79
-53,200
80
-309,180