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
101
$3.1M 0.22%
25,073
+4,996
102
$2.97M 0.21%
89,571
+49,004
103
$2.9M 0.2%
54,520
+1,458
104
$2.9M 0.2%
87,426
+25,854
105
$2.88M 0.2%
56,928
-4,902
106
$2.85M 0.2%
+127,788
107
$2.82M 0.2%
+53,606
108
$2.82M 0.2%
57,321
+12,235
109
$2.8M 0.2%
71,152
-13,518
110
$2.78M 0.2%
+34,275
111
$2.78M 0.2%
34,476
+22,200
112
$2.77M 0.19%
+51,540
113
$2.69M 0.19%
58,121
-2,613
114
$2.68M 0.19%
75,953
-18,265
115
$2.66M 0.19%
+2,289
116
$2.65M 0.19%
73,286
+311
117
$2.64M 0.19%
54,961
+54,344
118
$2.59M 0.18%
+61,693
119
$2.56M 0.18%
22,297
-14,175
120
$2.56M 0.18%
36,741
-13,720
121
$2.5M 0.18%
68,903
-1,679
122
$2.5M 0.18%
27,557
+8,267
123
$2.49M 0.17%
45,585
-2,965
124
$2.44M 0.17%
+45,775
125
$2.44M 0.17%
103,275
-22,068
3 4
5
6 7