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
301
$468K 0.03%
8,765
-401
302
$465K 0.03%
9,941
+608
303
$459K 0.03%
5,250
-1,709
304
$459K 0.03%
+6,496
305
$458K 0.03%
+7,610
306
$456K 0.03%
9,000
307
$452K 0.03%
+10,232
308
$451K 0.03%
6,979
+692
309
$450K 0.03%
6,514
+2,048
310
$445K 0.03%
+7,610
311
$434K 0.03%
+7,473
312
$431K 0.03%
9,138
-37,138
313
$429K 0.03%
+23,114
314
$425K 0.03%
+8,871
315
$424K 0.03%
7,218
+1,483
316
$423K 0.03%
6,855
+125
317
$422K 0.03%
+11,845
318
$421K 0.03%
+5,333
319
$415K 0.03%
3,065
320
$410K 0.03%
1,400
321
$406K 0.03%
+6,900
322
$392K 0.03%
4,427
-1,263
323
$384K 0.03%
132,807
-2,200
324
$379K 0.03%
3,000
-900
325
$378K 0.03%
8,340
-8,028
11 12
13
14 15