BP
Banyan Partners Portfolio holdings
AUM
$1.15B
1-Year Return
16.74%
This Quarter Return
+4.88%
1 Year Return
+16.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.16B
AUM Growth
+$45.9M
(+4.1%)
Cap. Flow
-$5.87M
Cap. Flow
% of AUM
-0.51%
Top 10 Holdings %
Top 10 Hldgs %
19.61%
Holding
412
New
28
Increased
143
Reduced
164
Closed
33
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$15.8M |
| 2 |
Markel Group
MKL
|
$10.8M |
| 3 |
ESRX
Express Scripts Holding Company
ESRX
|
$4.19M |
| 4 |
CVS Health
CVS
|
$3.27M |
| 5 |
Occidental Petroleum
OXY
|
$3.2M |
Top Sells
| 1 |
AGN
ALLERGAN INC
AGN
|
$5.46M |
| 2 |
Chevron
CVX
|
$4.65M |
| 3 |
Intel
INTC
|
$4.65M |
| 4 |
Apple
AAPL
|
$4.64M |
| 5 |
CELG
Celgene Corp
CELG
|
$2.99M |
Sector Composition
| 1 | Financials | 17.19% |
| 2 | Technology | 16.24% |
| 3 | Healthcare | 12.61% |
| 4 | Energy | 11.38% |
| 5 | Industrials | 11.11% |
