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
76
$1.82M 0.36%
+122,425
77
$1.78M 0.35%
+52,477
78
$1.78M 0.35%
+20,710
79
$1.78M 0.35%
+56,800
80
$1.78M 0.35%
+50,784
81
$1.74M 0.34%
+80,200
82
$1.73M 0.34%
+30,365
83
$1.7M 0.34%
+38,084
84
$1.69M 0.33%
+21,138
85
$1.65M 0.32%
+20,114
86
$1.63M 0.32%
+45,900
87
$1.62M 0.32%
+40,390
88
$1.61M 0.32%
+46,523
89
$1.57M 0.31%
+15,923
90
$1.52M 0.3%
+160,213
91
$1.51M 0.3%
+16,015
92
$1.47M 0.29%
+47,619
93
$1.45M 0.29%
+58,416
94
$1.42M 0.28%
+34,893
95
$1.38M 0.27%
+175,000
96
$1.37M 0.27%
+14,585
97
$1.37M 0.27%
+36,581
98
$1.37M 0.27%
+17,640
99
$1.35M 0.27%
+68,335
100
$1.33M 0.26%
+26,403
2 3
4
5 6