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
101
$3.21M 0.28%
66,060
+10,053
102
$3.2M 0.28%
77,410
-6,000
103
$3.18M 0.27%
74,244
-12,747
104
$3.13M 0.27%
101,278
+37,091
105
$3.12M 0.27%
46,742
-7,342
106
$2.95M 0.25%
55,240
+3,700
107
$2.85M 0.25%
82,176
-5,250
108
$2.85M 0.25%
53,343
-3,978
109
$2.84M 0.25%
2,384
+95
110
$2.83M 0.24%
46,966
-46,866
111
$2.74M 0.24%
+34,265
112
$2.7M 0.23%
57,417
+2,456
113
$2.69M 0.23%
55,708
-1,220
114
$2.66M 0.23%
305,200
+22,276
115
$2.64M 0.23%
51,263
-2,343
116
$2.64M 0.23%
66,662
-6,624
117
$2.61M 0.23%
70,597
+20,807
118
$2.61M 0.23%
70,722
-430
119
$2.61M 0.23%
62,196
+503
120
$2.58M 0.22%
68,970
+14,335
121
$2.57M 0.22%
187,538
-40,248
122
$2.56M 0.22%
49,361
-5,159
123
$2.56M 0.22%
77,980
+11,906
124
$2.5M 0.22%
28,690
-1,445
125
$2.49M 0.21%
25,212
-1,162
3 4
5
6 7