BP
Banyan Partners Portfolio holdings
AUM
$1.15B
1-Year Return
16.74%
This Quarter Return
+2.04%
1 Year Return
+16.74%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$507M
AUM Growth
–
Cap. Flow
+$507M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.56%
Holding
173
New
173
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
IBM
IBM
|
$16.9M |
| 2 |
GE Aerospace
GE
|
$16M |
| 3 |
Apple
AAPL
|
$15.7M |
| 4 |
JPMorgan Chase
JPM
|
$13.4M |
| 5 |
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% |
