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
$1.11B
AUM Growth
-$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.9M
3
+$2.74M
4
FCX icon
Freeport-McMoran
FCX
+$2.56M
5
C icon
Citigroup
C
+$2.52M

Top Sells

1
+$233M
2
+$16.5M
3
+$12.1M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.43M
5
VOD icon
Vodafone
VOD
+$5.77M

Sector Composition

1 Technology 17.26%
2 Financials 15.71%
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
26
$10.3M 0.89%
104,644
-3,315
27
$10.2M 0.88%
189,860
+15,664
28
$10.2M 0.88%
126,460
+8,563
29
$9.69M 0.84%
30,802
-246
30
$9.53M 0.82%
135,388
+18,841
31
$9.12M 0.79%
80,400
+792
32
$9.01M 0.78%
127,197
-53,069
33
$8.72M 0.75%
116,128
-4,907
34
$8.52M 0.73%
270,398
-25,652
35
$8.49M 0.73%
93,049
+2,771
36
$8.44M 0.73%
150,059
-1,032
37
$8.02M 0.69%
97,911
-23,312
38
$7.96M 0.69%
342,455
+55,698
39
$7.47M 0.64%
282,052
+20,477
40
$6.87M 0.59%
70,063
-6,396
41
$6.79M 0.59%
169,871
+32,645
42
$6.71M 0.58%
132,522
-32,652
43
$6.7M 0.58%
103,203
-7,865
44
$6.56M 0.57%
108,380
-43,606
45
$6.29M 0.54%
365,494
+115,456
46
$6.18M 0.53%
50,083
-966
47
$6.13M 0.53%
204,571
+35,010
48
$5.86M 0.51%
89,347
-5,507
49
$5.84M 0.5%
54,048
-7,572
50
$5.7M 0.49%
119,716
+25,832
1
2
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