BP
Banyan Partners Portfolio holdings
AUM
$1.15B
This Quarter Return
+6.07%
1 Year Return
+16.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.08B
AUM Growth
+$1.08B
(+112%)
Cap. Flow
+$541M
Cap. Flow
% of AUM
50.28%
Top 10 Holdings %
Top 10 Hldgs %
35.11%
Holding
358
New
185
Increased
105
Reduced
37
Closed
22
Top Buys
| 1 |
Analog Devices
ADI
|
$211M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$16.2M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$14.6M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$10.1M |
| 5 |
Apple
AAPL
|
$8.48M |
Top Sells
| 1 |
Aflac
AFL
|
$7.2M |
| 2 |
ADT
ADT CORP
ADT
|
$4.99M |
| 3 |
3M
MMM
|
$4.6M |
| 4 |
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% |
