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
76
$3.8M 0.33%
103,219
-156,872
77
$3.79M 0.33%
63,883
+18,108
78
$3.78M 0.33%
53,825
-4,359
79
$3.75M 0.32%
17,747
+278
80
$3.72M 0.32%
119,403
+93,021
81
$3.71M 0.32%
70,218
-9,354
82
$3.69M 0.32%
36,178
+11,105
83
$3.67M 0.32%
56,383
-15,044
84
$3.63M 0.31%
36,490
-2,429
85
$3.62M 0.31%
49,088
-5,864
86
$3.62M 0.31%
43,904
+22,682
87
$3.61M 0.31%
66,589
-27,057
88
$3.6M 0.31%
82,838
+3,390
89
$3.58M 0.31%
212,530
-146,114
90
$3.48M 0.3%
38,640
-4,899
91
$3.45M 0.3%
51,495
-1,301
92
$3.45M 0.3%
135,315
-1,749
93
$3.44M 0.3%
75,783
+39,811
94
$3.44M 0.3%
45,922
-3,551
95
$3.35M 0.29%
22,480
-1,055
96
$3.31M 0.29%
36,454
-9,926
97
$3.31M 0.29%
38,648
+1,907
98
$3.28M 0.28%
195,000
-30,300
99
$3.27M 0.28%
35,011
+736
100
$3.26M 0.28%
46,694
+1,109
2 3
4
5 6