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
51
$5.61M 0.48%
144,969
-14,072
52
$5.57M 0.48%
44,699
-1,490
53
$5.48M 0.47%
142,364
-6,184
54
$5.33M 0.46%
65,648
-8,775
55
$5.24M 0.45%
52,867
+29,611
56
$5.11M 0.44%
96,828
+12,390
57
$4.99M 0.43%
530
-76
58
$4.9M 0.42%
98,041
-12,190
59
$4.75M 0.41%
99,678
+52,989
60
$4.74M 0.41%
59,446
-5,905
61
$4.61M 0.4%
89,608
-7,489
62
$4.57M 0.39%
80,842
-5,680
63
$4.4M 0.38%
58,524
-2,108
64
$4.39M 0.38%
33,108
-8,645
65
$4.24M 0.37%
212,330
+109,055
66
$4.22M 0.36%
34,008
-5,883
67
$4.19M 0.36%
50,044
+24,698
68
$4.18M 0.36%
56,022
+4,152
69
$4.18M 0.36%
167,052
+12,140
70
$4.12M 0.36%
263,988
-124,703
71
$4.11M 0.35%
42,229
+2,705
72
$4.09M 0.35%
72,998
+265
73
$4.03M 0.35%
121,924
+77,379
74
$3.88M 0.33%
30,924
-264
75
$3.85M 0.33%
133,142
+25,853
1 2
3
4 5