BCM

Banyan Capital Management Portfolio holdings

AUM $220M
1-Year Est. Return 11.03%
This Quarter Est. Return
1 Year Est. Return
+11.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$8.59K

Top Sells

1
+$1.42M
2
+$137K
3
+$110K
4
FTV icon
Fortive
FTV
+$83.9K
5
AAPL icon
Apple
AAPL
+$42K

Sector Composition

1 Financials 37.87%
2 Healthcare 18.28%
3 Technology 11.52%
4 Communication Services 10.55%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.2M 10.67%
166,764
-572
2
$10.5M 9.15%
51,342
+42
3
$10.5M 9.12%
21,576
-51
4
$10.3M 9.02%
45,664
-11
5
$9.11M 7.95%
248,584
-732
6
$8.47M 7.39%
7,412
-36
7
$7.98M 6.96%
91,056
-298
8
$7.83M 6.83%
145,547
-401
9
$7.11M 6.2%
57,137
-232
10
$6.38M 5.56%
7,984
-171
11
$5.7M 4.96%
27,671
-66
12
$5.59M 4.88%
41,110
-811
13
$4.87M 4.25%
33,538
-189
14
$3.3M 2.88%
58,630
-163
15
$1.62M 1.42%
22,752
-19,902
16
$1.2M 1.04%
9,523
-294
17
$972K 0.85%
20,198
-1,744
18
$568K 0.5%
16,282
-195
19
$440K 0.38%
3,533
-93