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
$555M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$7.82M
3
+$4.95M
4
WY icon
Weyerhaeuser
WY
+$4.89M
5
T icon
AT&T
T
+$2.75M

Top Sells

1
+$6.96M
2
+$4.34M
3
+$3.28M
4
CB icon
Chubb
CB
+$2.5M
5
MRK icon
Merck
MRK
+$2.49M

Sector Composition

1 Financials 18.09%
2 Healthcare 14.64%
3 Technology 12.42%
4 Industrials 9.71%
5 Energy 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$235K 0.04%
+4,610
77
$222K 0.04%
3,200
78
– –
-12,899
79
– –
-79,020
1 2 3
4