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
26
$10.6M 0.74%
121,223
+6,656
27
$10.5M 0.73%
169,608
-5,350
28
$10.4M 0.73%
260,091
-28,771
29
$10.4M 0.73%
115,379
+25,097
30
$10M 0.7%
344,946
+118,486
31
$9.91M 0.7%
207,498
-917
32
$9.89M 0.69%
+296,050
33
$9.89M 0.69%
107,959
-10,673
34
$9.83M 0.69%
31,048
+13,060
35
$9.7M 0.68%
174,196
+59,144
36
$9.62M 0.67%
151,986
+65,858
37
$9.6M 0.67%
117,897
+18,995
38
$9.43M 0.66%
225,626
-22,118
39
$9.34M 0.65%
+79,608
40
$8.5M 0.6%
121,035
+18,713
41
$8.42M 0.59%
151,091
+60,746
42
$8.34M 0.59%
165,174
+75,484
43
$8.23M 0.58%
116,547
-14,799
44
$8.22M 0.58%
90,278
+4,028
45
$7.42M 0.52%
76,459
+17,147
46
$7.24M 0.51%
111,068
-4,050
47
$6.95M 0.49%
261,575
+119,699
48
$6.86M 0.48%
+169,561
49
$6.67M 0.47%
606
+156
50
$6.62M 0.46%
286,757
+234,091
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