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
$161M
AUM Growth
+$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$164K
2
+$108K
3
+$33.2K

Top Sells

1
+$238K
2
+$129K
3
+$87.8K
4
TFC icon
Truist Financial
TFC
+$38.3K
5
AAPL icon
Apple
AAPL
+$34.6K

Sector Composition

1 Financials 32.75%
2 Healthcare 17.96%
3 Technology 14.3%
4 Communication Services 10.61%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.2M 10.08%
118,263
-253
2
$15.3M 9.52%
21,210
3
$13.2M 8.22%
47,553
-69
4
$12.2M 7.57%
10,248
+28
5
$12M 7.47%
50,639
-543
6
$11M 6.86%
66,738
-39
7
$10.3M 6.4%
33,495
8
$10M 6.25%
77,718
-1,840
9
$9.87M 6.14%
274,721
+4,564
10
$9M 5.6%
37,964
-80
11
$8.6M 5.35%
180,326
+2,259
12
$8.48M 5.28%
12,709
13
$7.86M 4.89%
33,047
-369
14
$6.78M 4.22%
208,033
-545
15
$4.47M 2.78%
98,661
16
$1.91M 1.19%
34,462
-690
17
$1.36M 0.84%
32,913
18
$1.33M 0.83%
7,672
19
$418K 0.26%
2,485
-13
20
$390K 0.24%
11,390