BP

Banyan Partners Portfolio holdings

AUM $1.15B
1-Year Est. Return 16.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
-$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1 +$2.87M
2 +$2.87M
3 +$2.76M
4
C icon
Citigroup
C
+$2.64M
5
FCX icon
Freeport-McMoran
FCX
+$2.58M

Top Sells

1 +$222M
2 +$16.5M
3 +$12.1M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.43M
5
VOD icon
Vodafone
VOD
+$6.05M

Sector Composition

1 Technology 17.26%
2 Financials 15.64%
3 Healthcare 12.25%
4 Industrials 11.31%
5 Energy 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-16,723