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
$154M
AUM Growth
+$2.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$742K

Top Sells

1
+$1.49M
2
+$1.14M
3
+$336K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$229K
5
PH icon
Parker-Hannifin
PH
+$207K

Sector Composition

1 Financials 26.83%
2 Healthcare 19.23%
3 Technology 16.87%
4 Consumer Discretionary 10%
5 Communication Services 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.9M 10.36%
45,488
-654
2
$15.9M 10.34%
10,803
-28
3
$15.4M 10.03%
53,969
-96
4
$13.6M 8.84%
79,445
-8,725
5
$12.5M 8.13%
28,437
-60
6
$12.4M 8.03%
399,618
-3,773
7
$12.3M 8.02%
31,674
-531
8
$9.44M 6.13%
63,259
-334
9
$9.04M 5.88%
127,884
-422
10
$8.33M 5.41%
327,173
-13,188
11
$6.99M 4.54%
34,769
-5,649
12
$6.41M 4.17%
29,141
-425
13
$6.34M 4.12%
+236,685
14
$1.41M 0.92%
15,443
15
$742K 0.48%
+25,946
16
$219K 0.14%
2,405
17
$190K 0.12%
7,469
-2,696