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
51
$6.57M 0.46%
159,041
+29,638
52
$6.43M 0.45%
358,644
-6,309
53
$6.42M 0.45%
61,620
-209
54
$6.12M 0.43%
46,189
+20,904
55
$6M 0.42%
41,753
-7,177
56
$6M 0.42%
388,691
+95,688
57
$5.82M 0.41%
51,049
+16,045
58
$5.81M 0.41%
94,854
+8,075
59
$5.69M 0.4%
+148,548
60
$5.37M 0.38%
+65,351
61
$5.25M 0.37%
74,423
-12,800
62
$5.21M 0.37%
110,231
+16,841
63
$5.18M 0.36%
137,226
+55,349
64
$5.13M 0.36%
+97,097
65
$5.13M 0.36%
93,832
-15,410
66
$5.09M 0.36%
93,646
+10,143
67
$4.79M 0.34%
25,944
-14,430
68
$4.72M 0.33%
86,522
-1,687
69
$4.62M 0.32%
60,632
+47,799
70
$4.61M 0.32%
93,884
+2,711
71
$4.49M 0.32%
225,300
-780
72
$4.43M 0.31%
+39,891
73
$4.39M 0.31%
121,943
+76,960
74
$4.33M 0.3%
+51,870
75
$4.26M 0.3%
31,188
-5,273
1 2
3
4 5