BCM
Banyan Capital Management Portfolio holdings
AUM
$232M
1-Year Est. Return
6.23%
This Fund
S&P 500
1 Year Est. Return
+6.23%
AUM
$232M
AUM Growth
+$1.97M
(+0.85%)
Holding
58
Top Buys
| 1 | +$8.13M | |
| 2 | +$6.71M | |
| 3 | +$1.14M | |
| 4 |
Cigna
CI
|
+$687K |
| 5 |
Charter Communications
CHTR
|
+$435K |
Top Sells
| 1 | +$2.93M | |
| 2 | +$2.85M | |
| 3 | +$1.24M | |
| 4 |
Danaher
DHR
|
+$781K |
| 5 |
Apple
AAPL
|
+$538K |
Sector Composition
| 1 | Financials | 22.7% |
| 2 | Healthcare | 17.65% |
| 3 | Technology | 16.97% |
| 4 | Consumer Discretionary | 13.12% |
| 5 | Consumer Staples | 9.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Kinder Morgan
KMI
$70B
| $284K | 0.12% |
8,457
-40
|
|
||
52
Bank of America
BAC
$374B
| $274K | 0.12% |
5,625
|
|
||
53
Veralto
VLTO
$21.9B
| $236K | 0.1% |
2,673
-85
|
|
||
54
Microsoft
MSFT
$3.14T
| – | – |
-625
|
|
||
55
3M
MMM
$75.4B
| – | – |
-2,297
|
|
||
56
MetLife
MET
$50.5B
| – | – |
-4,645
|
|