BP

Banyan Partners Portfolio holdings

AUM $1.15B
1-Year Est. Return 16.74%
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$569M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$16.2M
3
+$14.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$10.1M
5
AAPL icon
Apple
AAPL
+$8.48M

Top Sells

1
+$7.2M
2
+$4.99M
3
+$4.6M
4
ACN icon
Accenture
ACN
+$2.91M
5
SDRL
Seadrill Limited Common Stock
SDRL
+$2.69M

Sector Composition

1 Technology 32.2%
2 Financials 10.04%
3 Healthcare 8.88%
4 Energy 8.75%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$461K 0.04%
+13,397
227
$450K 0.04%
9,166
+1,553
228
$439K 0.04%
+6,227
229
$430K 0.04%
+6,743
230
$417K 0.04%
+4,210
231
$417K 0.04%
8,013
+2,343
232
$407K 0.04%
+9,650
233
$405K 0.04%
+6,730
234
$404K 0.04%
9,333
+2,584
235
$394K 0.03%
+2,486
236
$392K 0.03%
6,287
+1,637
237
$390K 0.03%
+5,674
238
$386K 0.03%
+3,065
239
$386K 0.03%
+11,526
240
$383K 0.03%
9,000
241
$372K 0.03%
+719
242
$369K 0.03%
+8,525
243
$362K 0.03%
1,400
+40
244
$355K 0.03%
135,007
-4,000
245
$349K 0.03%
+2,516
246
$347K 0.03%
6,154
+1,242
247
$347K 0.03%
+7,275
248
$335K 0.03%
+4,300
249
$335K 0.03%
+5,600
250
$332K 0.03%
+8,147
8 9
10
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