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
301
$231K 0.02%
16,800
-31,354
302
$230K 0.02%
+3,200
303
$228K 0.02%
+2,416
304
$227K 0.02%
+2,947
305
$226K 0.02%
+9,452
306
$220K 0.02%
+1,300
307
$219K 0.02%
+700
308
$218K 0.02%
+5,100
309
$217K 0.02%
+2,930
310
$215K 0.02%
+11,496
311
$215K 0.02%
+5,646
312
$214K 0.02%
+4,571
313
$214K 0.02%
+7,020
314
$212K 0.02%
+4,152
315
$210K 0.02%
+8,490
316
$210K 0.02%
+3,171
317
$210K 0.02%
+12,390
318
$210K 0.02%
+3,840
319
$206K 0.02%
+1,478
320
$204K 0.02%
+2,796
321
$203K 0.02%
+6,219
322
$199K 0.02%
+12,040
323
$193K 0.02%
+7,225
324
$192K 0.02%
+112,500
325
$190K 0.02%
+806
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