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
$622M
AUM Growth
+$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$5.04M
3
+$3.62M
4
WY icon
Weyerhaeuser
WY
+$3.53M
5
C icon
Citigroup
C
+$3.5M

Top Sells

1
+$6.87M
2
+$5.99M
3
+$5.7M
4
GE icon
GE Aerospace
GE
+$5.6M
5
INTC icon
Intel
INTC
+$4.48M

Sector Composition

1 Financials 20.13%
2 Healthcare 12.71%
3 Energy 12.38%
4 Consumer Staples 11.94%
5 Technology 11.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.4M 3.93%
452,730
-42,400
2
$19.8M 3.17%
125,100
-11,050
3
$19.5M 3.14%
594,276
-57,103
4
$18.1M 2.92%
226,100
+13,500
5
$17.5M 2.82%
539,700
-51,600
6
$17.2M 2.76%
259,650
-22,950
7
$16.9M 2.72%
400,450
-39,000
8
$16.4M 2.64%
305,920
-83,400
9
$16.2M 2.61%
131,630
-11,850
10
$15.8M 2.54%
267,650
-24,900
11
$15.5M 2.48%
248,400
+56,300
12
$15.3M 2.46%
355,555
-13,920
13
$15.2M 2.45%
96,920
-17,990
14
$14.9M 2.4%
350,800
-33,400
15
$14.9M 2.4%
282,470
-81,830
16
$14.6M 2.35%
160,436
-15,700
17
$13.2M 2.12%
330,300
+27,250
18
$13.2M 2.12%
356,388
-35,454
19
$12.7M 2.04%
165,900
-15,600
20
$12.6M 2.03%
127,150
+50,750
21
$12.6M 2.03%
75,440
-9,180
22
$12.5M 2.02%
237,100
-23,300
23
$12.5M 2.01%
65,950
-6,300
24
$12.3M 1.99%
283,450
-26,600
25
$12.1M 1.95%
175,900
-15,450
1
2 3