BCM
Banyan Capital Management Portfolio holdings
AUM
$230M
1-Year Est. Return
13.4%
This Fund
S&P 500
1 Year Est. Return
+13.4%
AUM
$220M
AUM Growth
+$25.7M
(+13%)
Holding
56
Top Buys
| 1 | +$2.21M | |
| 2 | +$1.37M | |
| 3 | +$1.37M | |
| 4 |
Dollar General
DG
|
+$1.14M |
| 5 |
IBM
IBM
|
+$1.12M |
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
Cisco
CSCO
$307B
| $259K | 0.12% |
+3,780
|
|
||
52
Oneok
OKE
$56.2B
| $255K | 0.12% |
+3,500
|
|
||
53
Kinder Morgan
KMI
$73.1B
| $241K | 0.11% |
+8,497
|
|
||
54
Centrus Energy
LEU
$3.67B
| $217K | 0.1% |
+700
|
|
||
55
iShares Core S&P Total US Stock Market ETF
ITOT
$78.5B
| $205K | 0.09% |
+1,405
|
|