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
126
$1.72M 0.15%
14,318
+5,270
127
$1.72M 0.15%
+30,217
128
$1.71M 0.15%
11,045
-4,970
129
$1.65M 0.15%
47,191
+668
130
$1.64M 0.14%
19,290
-1,848
131
$1.6M 0.14%
+44,983
132
$1.59M 0.14%
+36,366
133
$1.57M 0.14%
79,200
-1,000
134
$1.55M 0.14%
156,157
-4,056
135
$1.54M 0.14%
+15,787
136
$1.52M 0.13%
16,996
+4,996
137
$1.51M 0.13%
34,800
-1,781
138
$1.5M 0.13%
+22,254
139
$1.49M 0.13%
+101,731
140
$1.49M 0.13%
+40,227
141
$1.49M 0.13%
46,218
+318
142
$1.46M 0.13%
28,255
+1,852
143
$1.46M 0.13%
+104,164
144
$1.46M 0.13%
+72,212
145
$1.44M 0.13%
69,940
+1,605
146
$1.42M 0.13%
21,347
+8,797
147
$1.4M 0.12%
163,572
-110,718
148
$1.4M 0.12%
15,091
-5,619
149
$1.4M 0.12%
+31,232
150
$1.39M 0.12%
+27,638
4 5
6
7 8