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
$531M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$10.3M
3
+$4.99M
4
T icon
AT&T
T
+$4.08M
5
CAH icon
Cardinal Health
CAH
+$3.59M

Top Sells

1
+$10.1M
2
+$5.2M
3
+$5.16M
4
MMM icon
3M
MMM
+$4.46M
5
WRK
WestRock Company
WRK
+$3.95M

Sector Composition

1 Financials 17.57%
2 Healthcare 15.45%
3 Energy 10.58%
4 Technology 10.37%
5 Industrials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$264K 0.05%
6,000
-600
77
$262K 0.05%
4,200
78
$245K 0.05%
1,050
79
$244K 0.05%
994
80
$234K 0.04%
+3,300
81
$212K 0.04%
+930
82
$209K 0.04%
3,360
-100
83
$208K 0.04%
4,700
-89,200
84
– –
-30,414
85
– –
-135,499
86
– –
-223,365
1 2 3
4