BCM

Banyan Capital Management Portfolio holdings

AUM $232M
1-Year Est. Return 6.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.37M
3
+$1.37M
4
DG icon
Dollar General
DG
+$1.14M
5
IBM icon
IBM
IBM
+$1.12M

Top Sells

1
+$350K
2
+$315K
3
+$9.55K

Sector Composition

1 Financials 22.54%
2 Healthcare 20.55%
3 Technology 14.73%
4 Consumer Discretionary 12.94%
5 Consumer Staples 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$594K 0.27%
+7,050
27
$589K 0.27%
+5,224
28
$576K 0.26%
+3,751
29
$572K 0.26%
+750
30
$567K 0.26%
+17,300
31
$545K 0.25%
+4,155
32
$536K 0.24%
+6,389
33
$527K 0.24%
+2,454
34
$518K 0.24%
+7,810
35
$484K 0.22%
+4,325
36
$463K 0.21%
+2,520
37
$444K 0.2%
+1,250
38
$427K 0.19%
+895
39
$410K 0.19%
+4,325
40
$391K 0.18%
+10,125
41
$389K 0.18%
+4,725
42
$381K 0.17%
+735
43
$365K 0.17%
+5,100
44
$362K 0.16%
+2,165
45
$356K 0.16%
+2,297
46
$353K 0.16%
+2,595
47
$326K 0.15%
+9,997
48
$324K 0.15%
+2,618
49
$300K 0.14%
2,812
50
$290K 0.13%
+5,625
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