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
351
$263K 0.02%
3,056
-3,265
352
$263K 0.02%
2,730
353
$263K 0.02%
5,000
354
$262K 0.02%
5,100
355
$254K 0.02%
12,997
356
$244K 0.02%
5,025
-2,250
357
$244K 0.02%
7,862
-285
358
$244K 0.02%
+3,465
359
$242K 0.02%
+20,400
360
$240K 0.02%
+6,941
361
$231K 0.02%
4,152
362
$225K 0.02%
2,992
-1,080
363
$223K 0.02%
3,045
-6,124
364
$217K 0.02%
+5,760
365
$216K 0.02%
+4,350
366
$212K 0.01%
+3,576
367
$212K 0.01%
1,650
-645
368
$212K 0.01%
+7,060
369
$203K 0.01%
+4,270
370
$202K 0.01%
+3,237
371
$169K 0.01%
112,500
372
$120K 0.01%
1,320
-145
373
$117K 0.01%
+13,600
374
$115K 0.01%
+22,424
375
$63K ﹤0.01%
14,433
-6,000
13 14
15
16 17