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
$1.15B
AUM Growth
-$9.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1 +$5.18M
2 +$3.81M
3 +$2.47M
4
ABT icon
Abbott
ABT
+$1.93M
5
MU icon
Micron Technology
MU
+$1.89M

Top Sells

1 +$3.67M
2 +$2.84M
3 +$2.83M
4
MSFT icon
Microsoft
MSFT
+$2.02M
5
RVBD
RIVERBED TECHNOLOGY, INC COM
RVBD
+$1.91M

Sector Composition

1 Financials 17.64%
2 Technology 16.79%
3 Healthcare 13.3%
4 Industrials 11.08%
5 Energy 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PAA icon
251
Plains All American Pipeline
PAA
$11.4B
$682K 0.06%
11,595
-4,330
HDB icon
252
HDFC Bank
HDB
$188B
$681K 0.06%
29,242
-6,570
TM icon
253
Toyota
TM
$261B
$668K 0.06%
5,683
-1,312
ALLE icon
254
Allegion
ALLE
$15.3B
$667K 0.06%
14,008
-3,354
EEQ
255
DELISTED
Enbridge Energy Management Llc
EEQ
$663K 0.06%
26,113
+1,011
MAS icon
256
Masco
MAS
$14.4B
$661K 0.06%
31,449
-142
BRG
257
DELISTED
BG GROUP PLC ADS(RP 5 ORD SHS)
BRG
$638K 0.05%
34,513
-5,549
SAP icon
258
SAP
SAP
$324B
$636K 0.05%
8,816
-2,260
AXA
259
DELISTED
AXA ADS (1 ORD SHS)
AXA
$636K 0.05%
25,811
-4,198
ENB icon
260
Enbridge
ENB
$103B
$630K 0.05%
13,150
-2,003
PL
261
DELISTED
PROTECTIVE LIFE CORP
PL
$625K 0.05%
9,000
AOL
262
DELISTED
AOL INC COMMON STOCK
AOL
$624K 0.05%
13,881
+3,512
PCL
263
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
$619K 0.05%
15,880
APC
264
DELISTED
Anadarko Petroleum
APC
$617K 0.05%
6,079
-1,160
CPRI icon
265
Capri Holdings
CPRI
$2.55B
$611K 0.05%
8,560
-24,974
HUN icon
266
Huntsman Corp
HUN
$1.41B
$597K 0.05%
+22,970
REGN icon
267
Regeneron Pharmaceuticals
REGN
$61.1B
$592K 0.05%
1,643
-35
POT
268
DELISTED
Potash Corp Of Saskatchewan
POT
$591K 0.05%
17,098
-3,216
RELX icon
269
RELX
RELX
$83.9B
$579K 0.05%
+35,936
OUBS
270
DELISTED
USB AG (NEW)
OUBS
$579K 0.05%
33,313
-9,290
KYO
271
DELISTED
Kyocera Adr
KYO
$577K 0.05%
12,353
-2,749
TS icon
272
Tenaris
TS
$18.1B
$566K 0.05%
+12,419
SMFG icon
273
Sumitomo Mitsui Financial
SMFG
$104B
$562K 0.05%
+68,497
FMS icon
274
Fresenius Medical Care
FMS
$15.9B
$560K 0.05%
+16,131
PAGP icon
275
Plains GP Holdings
PAGP
$3.38B
$560K 0.05%
6,861
+3,294