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
101
$2.53M 0.22%
33,551
+23,392
102
$2.46M 0.22%
53,062
+14,978
103
$2.41M 0.21%
+30,842
104
$2.2M 0.19%
+45,086
105
$2.2M 0.19%
70,582
-45,189
106
$2.19M 0.19%
20,077
+15,726
107
$2.15M 0.19%
+24,967
108
$2.14M 0.19%
31,680
-570
109
$2.12M 0.19%
29,229
+25,229
110
$2.1M 0.19%
+29,782
111
$2.09M 0.18%
26,277
+6,163
112
$2.09M 0.18%
281,082
+125,937
113
$2.08M 0.18%
46,276
+5,886
114
$2.08M 0.18%
+26,068
115
$1.99M 0.18%
+96,432
116
$1.99M 0.18%
22,007
+14,050
117
$1.95M 0.17%
48,550
+37,450
118
$1.95M 0.17%
56,652
+5,868
119
$1.91M 0.17%
+17,538
120
$1.9M 0.17%
+24,598
121
$1.88M 0.17%
61,572
+38,456
122
$1.86M 0.17%
+75,066
123
$1.86M 0.16%
+35,646
124
$1.84M 0.16%
74,784
+16,368
125
$1.73M 0.15%
+22,395
3 4
5
6 7