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
251
$812K 0.06%
+13,184
252
$797K 0.06%
11,187
-8,615
253
$793K 0.06%
+6,501
254
$774K 0.05%
13,085
+297
255
$762K 0.05%
+17,660
256
$759K 0.05%
+41,874
257
$758K 0.05%
16,293
-114
258
$725K 0.05%
+12,843
259
$709K 0.05%
17,358
+8
260
$702K 0.05%
19,497
+9,847
261
$693K 0.05%
+3,194
262
$685K 0.05%
+9,650
263
$668K 0.05%
5,635
-4,439
264
$633K 0.04%
+5,392
265
$632K 0.04%
+31,597
266
$625K 0.04%
+18,963
267
$625K 0.04%
7,191
268
$623K 0.04%
+10,397
269
$618K 0.04%
10,803
+2,790
270
$610K 0.04%
12,310
-8,852
271
$598K 0.04%
50,005
-2,000
272
$597K 0.04%
+21,720
273
$592K 0.04%
+14,620
274
$590K 0.04%
+5,707
275
$590K 0.04%
+14,278
9 10
11
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