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
76
$3.62M 0.32%
141,876
+72,163
77
$3.53M 0.31%
+226,080
78
$3.52M 0.31%
42,253
-17,143
79
$3.42M 0.3%
+93,375
80
$3.32M 0.29%
+36,472
81
$3.24M 0.29%
+143,740
82
$3.23M 0.29%
103,700
+56,081
83
$3.21M 0.28%
25,285
+22,652
84
$3.21M 0.28%
66,215
+9,417
85
$3.16M 0.28%
50,461
-166
86
$3.1M 0.27%
125,343
-75,009
87
$3.08M 0.27%
84,670
+48,114
88
$3.01M 0.27%
+45,369
89
$2.96M 0.26%
214,480
-1,690
90
$2.96M 0.26%
94,218
-18,139
91
$2.92M 0.26%
81,877
+62,206
92
$2.85M 0.25%
+53,028
93
$2.81M 0.25%
72,975
+38,082
94
$2.81M 0.25%
73,728
+15,506
95
$2.8M 0.25%
61,830
-1,651
96
$2.71M 0.24%
49,762
+19,397
97
$2.69M 0.24%
31,102
+13,462
98
$2.63M 0.23%
157,043
+34,618
99
$2.62M 0.23%
19,720
+970
100
$2.62M 0.23%
60,734
+37,250
2 3
4
5 6