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
$616M
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.2M
3
+$11.1M
4
TEL icon
TE Connectivity
TEL
+$9.18M
5
LEA icon
Lear
LEA
+$6.88M

Top Sells

1
+$14.9M
2
+$14.6M
3
+$9.8M
4
IBM icon
IBM
IBM
+$8.81M
5
EXC icon
Exelon
EXC
+$8.49M

Sector Composition

1 Financials 21.51%
2 Healthcare 13.65%
3 Technology 12.1%
4 Consumer Staples 12.06%
5 Energy 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,025
77
– –
-10,446
78
– –
-2,500
79
– –
-3,850
80
– –
-12,820
81
– –
-102,500
1 2 3
4