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
$507M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$16M
3
+$15.7M
4
JPM icon
JPMorgan Chase
JPM
+$13.4M
5
CVX icon
Chevron
CVX
+$10.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.62%
2 Financials 15.89%
3 Industrials 13.85%
4 Healthcare 11.42%
5 Energy 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.67M 1.31%
+304,336
27
$6.67M 1.31%
+86,030
28
$6.48M 1.28%
+107,132
29
$6.18M 1.22%
+124,049
30
$6.18M 1.22%
+76,088
31
$6.17M 1.22%
+232,324
32
$5.8M 1.14%
+238,177
33
$5.65M 1.11%
+91,504
34
$5.5M 1.08%
+64,568
35
$5.43M 1.07%
+92,186
36
$5.22M 1.03%
+104,669
37
$5M 0.98%
+211,559
38
$4.99M 0.98%
+125,147
39
$4.9M 0.96%
+59,396
40
$4.6M 0.91%
+50,340
41
$4.58M 0.9%
+53,634
42
$4.51M 0.89%
+81,001
43
$4.5M 0.89%
+200,352
44
$4.45M 0.88%
+17,335
45
$4.35M 0.86%
+95,308
46
$4.23M 0.83%
+81,612
47
$4.18M 0.82%
+270,475
48
$4M 0.79%
+40,592
49
$3.93M 0.77%
+80,704
50
$3.75M 0.74%
+65,428
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2
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