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
251
$704K 0.06%
+15,474
252
$700K 0.06%
23,047
+3,550
253
$692K 0.06%
199,725
+10,933
254
$681K 0.06%
7,191
255
$675K 0.06%
+15,777
256
$672K 0.06%
4,526
+992
257
$668K 0.06%
15,880
-413
258
$662K 0.06%
6,790
+4,060
259
$660K 0.06%
5,285
-350
260
$653K 0.06%
12,143
+1,340
261
$639K 0.06%
3,194
262
$635K 0.05%
+6,514
263
$629K 0.05%
+19,441
264
$613K 0.05%
31,420
-177
265
$606K 0.05%
5,502
-205
266
$601K 0.05%
21,075
-645
267
$590K 0.05%
8,284
+1,770
268
$577K 0.05%
+4,600
269
$576K 0.05%
49,800
-50,940
270
$566K 0.05%
57,225
-7,725
271
$563K 0.05%
13,873
-626
272
$549K 0.05%
14,890
-11,930
273
$546K 0.05%
9,967
-430
274
$541K 0.05%
42,905
-7,100
275
$527K 0.05%
33,767
+780
9 10
11
12 13