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
101
$1.32M 0.26%
+27,439
102
$1.31M 0.26%
+23,372
103
$1.25M 0.25%
+17,517
104
$1.16M 0.23%
+36,556
105
$1.14M 0.22%
+32,556
106
$1.04M 0.21%
+9,048
107
$1.02M 0.2%
+12,000
108
$1.01M 0.2%
+30,320
109
$987K 0.19%
+23,877
110
$964K 0.19%
+9,630
111
$952K 0.19%
+175,000
112
$927K 0.18%
+23,484
113
$918K 0.18%
+10,744
114
$912K 0.18%
+155,145
115
$897K 0.18%
+8,266
116
$871K 0.17%
+28,490
117
$784K 0.15%
+16,800
118
$760K 0.15%
+10,159
119
$741K 0.15%
+7,957
120
$740K 0.15%
+19,671
121
$718K 0.14%
+23,116
122
$711K 0.14%
+26,050
123
$664K 0.13%
+12,550
124
$646K 0.13%
+19,380
125
$642K 0.13%
+48,154
3 4
5
6 7