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
51
$259K 0.12%
+3,780
52
$255K 0.12%
+3,500
53
$241K 0.11%
+8,497
54
$217K 0.1%
+700
55
$205K 0.09%
+1,405
1 2
3