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
$151M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$267K
2
+$214K
3
+$41.6K
4
VNT icon
Vontier
VNT
+$24.6K
5
LH icon
Labcorp
LH
+$15.8K

Top Sells

1
+$683K
2
+$291K
3
+$153K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$120K
5
AXP icon
American Express
AXP
+$55.6K

Sector Composition

1 Financials 27.64%
2 Technology 19.91%
3 Healthcare 19.74%
4 Industrials 8.31%
5 Communication Services 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.1M 11.31%
88,170
-3,522
2
$15.7M 10.41%
46,142
-352
3
$15.2M 10.03%
54,065
+952
4
$15M 9.91%
10,831
+8
5
$13M 8.59%
403,391
+765
6
$12.6M 8.31%
32,205
-392
7
$11.1M 7.33%
63,593
-319
8
$10.7M 7.1%
128,306
9
$10.5M 6.92%
28,497
-792
10
$8.63M 5.71%
340,361
+1,641
11
$8.38M 5.54%
40,418
+76
12
$6.29M 4.16%
29,566
13
$1.24M 0.82%
15,443
+2,671
14
$245K 0.16%
10,165
15
$192K 0.13%
2,405