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
126
$2.43M 0.17%
46,689
-19,526
127
$2.43M 0.17%
46,895
+40,154
128
$2.43M 0.17%
+73,071
129
$2.42M 0.17%
+44,177
130
$2.41M 0.17%
+23,256
131
$2.4M 0.17%
25,346
-5,756
132
$2.39M 0.17%
26,374
+1,776
133
$2.39M 0.17%
+56,007
134
$2.37M 0.17%
131,015
+55,355
135
$2.35M 0.17%
41,947
-7,815
136
$2.34M 0.16%
45,970
-91,952
137
$2.34M 0.16%
30,135
+906
138
$2.33M 0.16%
282,924
+1,842
139
$2.3M 0.16%
42,220
+37,113
140
$2.28M 0.16%
19,619
-20,200
141
$2.27M 0.16%
+8,101
142
$2.25M 0.16%
29,193
-36,070
143
$2.23M 0.16%
+227,786
144
$2.23M 0.16%
22,213
+206
145
$2.22M 0.16%
18,676
+12,803
146
$2.19M 0.15%
59,268
+42,583
147
$2.14M 0.15%
23,692
-2,376
148
$2.12M 0.15%
24,699
-6,143
149
$2.12M 0.15%
29,692
-15,677
150
$2.1M 0.15%
66,074
+43,849
4 5
6
7 8