BCM

Banyan Capital Management Portfolio holdings

AUM $230M
1-Year Est. Return 13.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98M
AUM Growth
+$8.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$289K
3
+$198K
4
WFC icon
Wells Fargo
WFC
+$189K
5
CI icon
Cigna
CI
+$165K

Top Sells

1
+$1.83M
2
+$323K
3
+$306K
4
DHR icon
Danaher
DHR
+$205K
5
ENOV icon
Enovis
ENOV
+$132K

Sector Composition

1 Financials 39.07%
2 Healthcare 14.02%
3 Consumer Discretionary 10.68%
4 Technology 9.4%
5 Communication Services 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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33
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37
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38
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