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
51
$3.72M 0.73%
+54,081
52
$3.58M 0.7%
+115,771
53
$3.56M 0.7%
+34,790
54
$3.31M 0.65%
+54,227
55
$3.21M 0.63%
+112,357
56
$3.19M 0.63%
+69,082
57
$3.18M 0.63%
+59,103
58
$3.1M 0.61%
+64,439
59
$3.08M 0.61%
+50,627
60
$2.96M 0.58%
+75,577
61
$2.91M 0.57%
+40,382
62
$2.78M 0.55%
+216,170
63
$2.73M 0.54%
+56,798
64
$2.71M 0.53%
+31,335
65
$2.68M 0.53%
+49,193
66
$2.67M 0.52%
+63,481
67
$2.42M 0.48%
+31,444
68
$2.36M 0.47%
+95,022
69
$2.36M 0.47%
+58,522
70
$2.3M 0.45%
+23,198
71
$2.19M 0.43%
+58,222
72
$2.12M 0.42%
+274,290
73
$2.09M 0.41%
+32,250
74
$2.03M 0.4%
+18,750
75
$1.86M 0.37%
+69,713
1 2
3
4 5