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
$633M
AUM Growth
-$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.69M
3
+$3.06M
4
USB icon
US Bancorp
USB
+$2.8M
5
AMGN icon
Amgen
AMGN
+$1.07M

Top Sells

1
+$7.31M
2
+$5.78M
3
+$3.9M
4
IBM icon
IBM
IBM
+$3.22M
5
CRBG icon
Corebridge Financial
CRBG
+$3.19M

Sector Composition

1 Financials 20.7%
2 Healthcare 13.79%
3 Industrials 12.17%
4 Consumer Discretionary 10.26%
5 Energy 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$209K 0.03%
+3,700
77
– –
-880
78
– –
-13,750
1 2 3
4