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
326
$377K 0.03%
4,675
+375
327
$377K 0.03%
6,428
+1,857
328
$370K 0.03%
8,981
-22,390
329
$350K 0.02%
15,135
-29,590
330
$344K 0.02%
5,458
-1,285
331
$342K 0.02%
+19,110
332
$339K 0.02%
+12,070
333
$339K 0.02%
8,365
-92,660
334
$338K 0.02%
+6,970
335
$335K 0.02%
+6,733
336
$333K 0.02%
4,625
-1,049
337
$330K 0.02%
15,424
+3,496
338
$324K 0.02%
+6,393
339
$315K 0.02%
10,230
-450
340
$303K 0.02%
+6,794
341
$299K 0.02%
+5,940
342
$294K 0.02%
30,208
343
$294K 0.02%
2,959
344
$292K 0.02%
+8,349
345
$286K 0.02%
10,175
-325
346
$283K 0.02%
+1,051
347
$278K 0.02%
8,348
+30
348
$277K 0.02%
3,870
349
$267K 0.02%
6,288
350
$264K 0.02%
1,489
-997
12 13
14
15 16