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
$176M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$93.3K
3
+$74.4K
4
KMX icon
CarMax
KMX
+$67.3K
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$56.3K

Top Sells

1
+$3.55M
2
+$2.2M
3
+$1.79M
4
FTRE icon
Fortrea Holdings
FTRE
+$661K
5
AAPL icon
Apple
AAPL
+$538K

Sector Composition

1 Financials 26.37%
2 Healthcare 22.46%
3 Technology 16.66%
4 Consumer Discretionary 11.72%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.7M 11.14%
54,123
-318
2
$19.1M 10.85%
45,502
-85
3
$18.2M 10.3%
400,463
-255
4
$16.6M 9.39%
10,881
+1
5
$14.8M 8.41%
26,688
-3,963
6
$11.3M 6.42%
129,981
+772
7
$11.2M 6.37%
65,477
-3,135
8
$10.8M 6.14%
47,550
-15,569
9
$10.1M 5.75%
341,521
+1,894
10
$9.36M 5.31%
243,520
+1,935
11
$7.98M 4.52%
27,443
+52
12
$7.62M 4.32%
34,856
+31
13
$6.2M 3.51%
24,819
-665
14
$5.87M 3.33%
+77,692
15
$1.37M 0.78%
23,961
+1,630
16
$324K 0.18%
3,657
-4,820
17
$278K 0.16%
6,917
-16,454
18
$137K 0.08%
2,405
19
– –
-47,800