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
1
$19.6M 3.54%
189,525
-505
2
$19.1M 3.44%
165,435
-21,900
3
$18.6M 3.36%
190,197
-500
4
$17.1M 3.08%
847,751
-13
5
$16.6M 2.99%
123,900
+100
6
$14.7M 2.66%
924,450
+161,400
7
$14.4M 2.6%
86,210
8
$14.3M 2.58%
69,995
+395
9
$14M 2.52%
147,750
-50
10
$13.5M 2.44%
320,914
+480
11
$13.3M 2.4%
71,800
+26,810
12
$13.3M 2.4%
319,766
+690
13
$13M 2.35%
170,450
-7,600
14
$12.9M 2.34%
122,225
+1,200
15
$12.4M 2.23%
214,785
-61,100
16
$12.3M 2.21%
345,880
-1,200
17
$11.4M 2.06%
648,290
+13,940
18
$11.3M 2.04%
177,500
-150
19
$11M 1.99%
436,500
+3,700
20
$10.7M 1.92%
74,290
+200
21
$10.7M 1.92%
188,400
-900
22
$10.5M 1.9%
203,680
+16,100
23
$10.5M 1.9%
159,710
+3,150
24
$10.3M 1.86%
117,104
+29,300
25
$9.97M 1.8%
317,200
1
2 3 4