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
$1.11B
AUM Growth
-$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1 +$2.93M
2 +$2.9M
3 +$2.74M
4
FCX icon
Freeport-McMoran
FCX
+$2.56M
5
C icon
Citigroup
C
+$2.52M

Top Sells

1 +$233M
2 +$16.5M
3 +$12.1M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.43M
5
VOD icon
Vodafone
VOD
+$5.77M

Sector Composition

1 Technology 17.26%
2 Financials 15.71%
3 Healthcare 12.25%
4 Industrials 11.31%
5 Energy 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$897K 0.08%
8,516
-185
227
$893K 0.08%
17,115
+6,883
228
$891K 0.08%
18,200
-1,100
229
$877K 0.08%
15,914
-788
230
$865K 0.07%
51,364
+9,490
231
$835K 0.07%
40,293
+10,317
232
$835K 0.07%
11,286
-1,349
233
$831K 0.07%
11,373
+186
234
$821K 0.07%
195,000
235
$810K 0.07%
9,958
+250
236
$797K 0.07%
30,665
+622
237
$796K 0.07%
30,634
-7,376
238
$787K 0.07%
5,968
+576
239
$780K 0.07%
9,822
-213
240
$780K 0.07%
7,382
-14,831
241
$773K 0.07%
13,615
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242
$772K 0.07%
+17,243
243
$772K 0.07%
48,923
-10,829
244
$768K 0.07%
12,664
-421
245
$751K 0.06%
+40,308
246
$738K 0.06%
13,214
+371
247
$732K 0.06%
6,481
-20
248
$727K 0.06%
20,074
+1,111
249
$718K 0.06%
35,022
+1,006
250
$705K 0.06%
9,400
-250