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

Top Buys

1 +$9.13M
2 +$7.98M
3 +$5.44M
4
CME icon
CME Group
CME
+$4.97M
5
MDT icon
Medtronic
MDT
+$2.58M

Top Sells

1 +$6.96M
2 +$4.11M
3 +$3.52M
4
MRK icon
Merck
MRK
+$2.53M
5
CB icon
Chubb
CB
+$2.5M

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