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
$1.42B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$9.89M
3
+$9.34M
4
WFC icon
Wells Fargo
WFC
+$7.28M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.07M

Top Sells

1
+$5.21M
2
+$4.69M
3
+$4.59M
4
TFM
THE FRESH MARKET, INC COM STK
TFM
+$3.76M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.28M

Sector Composition

1 Technology 29.52%
2 Financials 11.19%
3 Healthcare 10.04%
4 Industrials 9.55%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.03M 0.07%
+26,820
227
$1.02M 0.07%
12,635
+1,448
228
$1M 0.07%
15,864
+9,710
229
$1M 0.07%
+35,873
230
$987K 0.07%
+59,752
231
$979K 0.07%
26,100
-420
232
$960K 0.07%
10,035
+2,915
233
$952K 0.07%
38,548
-14,164
234
$946K 0.07%
18,672
+6,649
235
$940K 0.07%
+6,785
236
$926K 0.07%
8,701
+4,491
237
$901K 0.06%
+18,927
238
$899K 0.06%
+6,331
239
$897K 0.06%
195,000
+20,000
240
$886K 0.06%
38,010
-3,930
241
$875K 0.06%
19,300
+11,800
242
$865K 0.06%
16,702
+5,141
243
$865K 0.06%
+27,152
244
$849K 0.06%
+10,890
245
$846K 0.06%
+9,708
246
$837K 0.06%
+67,786
247
$837K 0.06%
+30,043
248
$829K 0.06%
+63,005
249
$827K 0.06%
26,382
+17,695
250
$824K 0.06%
14,515
-13,740
8 9
10
11 12