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
276
$589K 0.04%
+32,987
277
$586K 0.04%
+34,016
278
$577K 0.04%
+29,976
279
$573K 0.04%
+188,792
280
$567K 0.04%
+84,928
281
$567K 0.04%
8,890
-1,709
282
$562K 0.04%
5,045
-1,603
283
$559K 0.04%
6,542
-752
284
$559K 0.04%
+14,499
285
$557K 0.04%
+64,950
286
$551K 0.04%
+17,770
287
$546K 0.04%
+10,160
288
$536K 0.04%
11,092
-10,042
289
$535K 0.04%
19,953
-7,450
290
$529K 0.04%
13,200
291
$526K 0.04%
20,610
+13,590
292
$522K 0.04%
7,355
-8,352
293
$499K 0.04%
+3,534
294
$498K 0.03%
8,500
+2,900
295
$486K 0.03%
26,000
-350
296
$482K 0.03%
14,971
-4,965
297
$482K 0.03%
+7,229
298
$477K 0.03%
18,150
+525
299
$473K 0.03%
1,718
+1,018
300
$472K 0.03%
+8,357
10 11
12
13 14