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
$139M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$1.01M
3
+$13.5K

Top Sells

1
+$3.92M
2
+$1.35M
3
+$699K
4
KMX icon
CarMax
KMX
+$208K
5
DHR icon
Danaher
DHR
+$60.3K

Sector Composition

1 Financials 30.01%
2 Healthcare 17.51%
3 Technology 16.59%
4 Communication Services 11.36%
5 Industrials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.3M 12.5%
130,704
-29,534
2
$14.2M 10.2%
21,396
3
$11.1M 8%
47,864
-74
4
$10.9M 7.83%
52,212
-96
5
$9.28M 6.68%
34,055
-40
6
$9.24M 6.66%
274,157
-1,530
7
$8.9M 6.41%
8,610
8
$8.15M 5.87%
67,400
-24
9
$7.82M 5.63%
82,763
-2,199
10
$7.73M 5.57%
12,803
11
$7.35M 5.3%
280,675
+515
12
$6.74M 4.85%
38,532
-50
13
$6.7M 4.82%
33,998
-306
14
$5.69M 4.1%
+170,366
15
$3.02M 2.18%
100,202
-44,849
16
$1.74M 1.25%
36,202
-14,577
17
$1.22M 0.88%
7,672
-200
18
$1.01M 0.73%
+33,501
19
$399K 0.29%
2,533
20
$361K 0.26%
11,390