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
276
$517K 0.04%
19,060
+1,290
277
$513K 0.04%
14,529
+251
278
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279
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280
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89,931
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281
$491K 0.04%
131,307
-1,500
282
$488K 0.04%
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283
$486K 0.04%
7,160
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284
$486K 0.04%
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285
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9,000
286
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287
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25,087
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288
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6,396
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289
$446K 0.04%
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290
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291
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293
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13,251
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294
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6,279
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295
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296
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6,000
-900
297
$419K 0.04%
8,035
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298
$419K 0.04%
13,802
-13,350
299
$411K 0.04%
+12,610
300
$408K 0.04%
7,683
-4,394,087
10 11
12
13 14