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
$1.08B
AUM Growth
+$569M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$16.2M
3
+$14.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$10.1M
5
AAPL icon
Apple
AAPL
+$8.48M

Top Sells

1
+$7.2M
2
+$4.99M
3
+$4.6M
4
ACN icon
Accenture
ACN
+$2.91M
5
SDRL
Seadrill Limited Common Stock
SDRL
+$2.69M

Sector Composition

1 Technology 32.2%
2 Financials 10.04%
3 Healthcare 8.88%
4 Energy 8.75%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.47M 0.84%
208,415
+49,770
27
$9.26M 0.82%
279,124
+27,283
28
$9.26M 0.82%
424,264
+119,928
29
$9.13M 0.81%
131,346
+24,214
30
$7.98M 0.71%
90,282
+72,765
31
$7.73M 0.68%
86,250
+32,616
32
$7.47M 0.66%
98,902
+67,458
33
$6.96M 0.62%
91,751
+5,721
34
$6.83M 0.6%
115,118
+49,690
35
$6.78M 0.6%
+40,374
36
$6.69M 0.59%
+137,922
37
$6.54M 0.58%
255,759
+44,200
38
$6.32M 0.56%
102,322
+10,818
39
$6.17M 0.55%
226,460
-5,864
40
$6.15M 0.54%
364,953
-39,028
41
$6.11M 0.54%
61,829
-2,739
42
$5.71M 0.5%
59,312
+36,114
43
$5.58M 0.49%
48,930
+8,338
44
$5.51M 0.49%
86,128
+32,047
45
$5.5M 0.49%
115,052
+19,744
46
$5.49M 0.49%
109,242
+14,220
47
$5.43M 0.48%
450
-223
48
$5.21M 0.46%
+95,820
49
$5.2M 0.46%
+135,080
50
$5.19M 0.46%
87,223
+32,996
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