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
$594M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$7.91M
3
+$5.48M
4
LHX icon
L3Harris
LHX
+$5.22M
5
PNW icon
Pinnacle West Capital
PNW
+$3.22M

Top Sells

1
+$5.34M
2
+$5.27M
3
+$4.98M
4
OGE icon
OGE Energy
OGE
+$4.79M
5
GLW icon
Corning
GLW
+$4.63M

Sector Composition

1 Financials 18.35%
2 Healthcare 13.46%
3 Consumer Discretionary 12.76%
4 Technology 11.08%
5 Industrials 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.03%
+4,610
77
– –
-73,535
78
– –
-3,700
79
– –
-151,895
80
– –
-85,340
81
– –
-143,760
82
– –
-3,490
1 2 3
4