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
76
$4.24M 0.3%
46,380
-1,167
77
$4.17M 0.29%
58,184
+28,402
78
$4.15M 0.29%
39,524
-1,498
79
$4.13M 0.29%
+84,438
80
$4.12M 0.29%
83,410
+565
81
$4.03M 0.28%
154,912
+11,172
82
$4M 0.28%
+17,469
83
$3.95M 0.28%
43,539
+9,988
84
$3.95M 0.28%
71,427
-12,440
85
$3.92M 0.28%
72,733
+46,711
86
$3.89M 0.27%
250,038
+35,558
87
$3.8M 0.27%
54,084
-24,101
88
$3.78M 0.27%
43,428
-5,740
89
$3.74M 0.26%
54,952
-7,091
90
$3.64M 0.26%
79,448
+33,230
91
$3.6M 0.25%
137,064
+62,280
92
$3.54M 0.25%
49,473
+19,256
93
$3.53M 0.25%
38,919
-3,334
94
$3.51M 0.25%
86,991
-6,384
95
$3.51M 0.25%
107,289
+3,589
96
$3.5M 0.25%
177,316
-24,702
97
$3.32M 0.23%
23,535
+3,815
98
$3.27M 0.23%
52,796
-26,754
99
$3.22M 0.23%
48,179
+12,533
100
$3.19M 0.22%
79,572
-17,195
2 3
4
5 6