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
126
$2.48M 0.21%
16,075
+5,229
127
$2.45M 0.21%
74,094
+1,023
128
$2.42M 0.21%
67,555
+8,287
129
$2.34M 0.2%
62,386
-10,680
130
$2.34M 0.2%
66,303
-2,600
131
$2.31M 0.2%
45,792
-1,103
132
$2.29M 0.2%
21,913
+624
133
$2.28M 0.2%
7,442
-659
134
$2.24M 0.19%
102,584
-74,732
135
$2.23M 0.19%
14,629
-37
136
$2.22M 0.19%
+41,213
137
$2.2M 0.19%
46,842
-459
138
$2.18M 0.19%
25,665
-1,892
139
$2.16M 0.19%
109,580
-21,435
140
$2.15M 0.19%
39,718
+21,046
141
$2.13M 0.18%
99,029
+9,792
142
$2.1M 0.18%
21,396
-1,855
143
$2.07M 0.18%
26,867
-2,326
144
$2.06M 0.18%
48,727
-9,394
145
$2.03M 0.18%
13,357
+4,397
146
$2.02M 0.17%
18,077
-599
147
$1.97M 0.17%
33,184
-9,036
148
$1.89M 0.16%
33,573
-562
149
$1.88M 0.16%
17,052
-5,245
150
$1.87M 0.16%
33,114
+399
4 5
6
7 8