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
51
$5.1M 0.45%
+39,819
52
$5.06M 0.45%
78,185
+28,992
53
$5.03M 0.44%
86,779
+6,075
54
$4.94M 0.44%
293,003
+22,528
55
$4.9M 0.43%
129,403
-63,281
56
$4.87M 0.43%
17,988
+653
57
$4.78M 0.42%
+101,025
58
$4.75M 0.42%
+90,345
59
$4.59M 0.41%
79,550
-2,062
60
$4.46M 0.39%
88,209
+23,770
61
$4.29M 0.38%
83,503
-21,166
62
$4.28M 0.38%
36,461
+1,671
63
$4.25M 0.38%
91,173
+80,710
64
$4.12M 0.36%
83,867
+14,785
65
$4.08M 0.36%
+202,018
66
$4.02M 0.36%
93,390
+34,287
67
$3.92M 0.35%
+35,004
68
$3.89M 0.34%
49,168
+43,510
69
$3.87M 0.34%
47,547
-28,541
70
$3.78M 0.33%
62,043
-18,958
71
$3.77M 0.33%
65,263
-26,923
72
$3.75M 0.33%
41,022
+9,687
73
$3.69M 0.33%
82,845
+55,406
74
$3.68M 0.33%
89,690
+32,890
75
$3.66M 0.32%
96,767
+21,190
1 2
3
4 5