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
$1.21B
AUM Growth
+$77.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$22M
3
+$18.3M
4
QCOM icon
Qualcomm
QCOM
+$17M
5
IVZ icon
Invesco
IVZ
+$14.4M

Top Sells

1
+$13.6M
2
+$12.4M
3
+$11.1M
4
KMB icon
Kimberly-Clark
KMB
+$10.9M
5
ADI icon
Analog Devices
ADI
+$10.4M

Sector Composition

1 Financials 23.74%
2 Healthcare 15.58%
3 Technology 13.22%
4 Industrials 11.34%
5 Energy 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-42,050
102
– –
-28,592
103
– –
-47,270
1 2 3 4
5