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
126
$571K 0.11%
+13,200
127
$527K 0.1%
+10,463
128
$518K 0.1%
+10,599
129
$515K 0.1%
+7,755
130
$504K 0.1%
+19,150
131
$497K 0.1%
+11,100
132
$488K 0.1%
+7,653
133
$473K 0.09%
+6,959
134
$471K 0.09%
+9,424
135
$461K 0.09%
+4,351
136
$434K 0.09%
+7,191
137
$428K 0.08%
+5,658
138
$418K 0.08%
+4,935
139
$413K 0.08%
+18,970
140
$397K 0.08%
+29,100
141
$371K 0.07%
+7,614
142
$346K 0.07%
+9,000
143
$335K 0.07%
+4,957
144
$331K 0.07%
+139,007
145
$330K 0.07%
+7,613
146
$323K 0.06%
+10,050
147
$316K 0.06%
+5,100
148
$303K 0.06%
+2,711
149
$303K 0.06%
+2,633
150
$302K 0.06%
+6,749
3 4 5
6
7