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
251
$329K 0.03%
+7,500
252
$326K 0.03%
2,730
-6,900
253
$315K 0.03%
+3,828
254
$314K 0.03%
+6,741
255
$313K 0.03%
+4,729
256
$313K 0.03%
+5,735
257
$310K 0.03%
+11,997
258
$300K 0.03%
30,208
259
$299K 0.03%
4,466
-491
260
$297K 0.03%
+7,512
261
$295K 0.03%
+11,450
262
$294K 0.03%
+2,689
263
$294K 0.03%
+11,300
264
$287K 0.03%
+1,282
265
$283K 0.03%
+4,072
266
$280K 0.02%
+3,057
267
$277K 0.02%
10,680
-19,640
268
$275K 0.02%
12,997
-312
269
$274K 0.02%
+7,994
270
$273K 0.02%
+7,242
271
$272K 0.02%
+5,098
272
$271K 0.02%
+2,959
273
$265K 0.02%
+5,000
274
$264K 0.02%
+8,330
275
$264K 0.02%
+3,870
9 10
11
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