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
151
$301K 0.06%
+3,152
152
$299K 0.06%
+1,360
153
$295K 0.06%
+17,350
154
$295K 0.06%
+9,035
155
$293K 0.06%
+13,309
156
$292K 0.06%
+4,000
157
$287K 0.06%
+5,670
158
$268K 0.05%
+4,912
159
$264K 0.05%
+4,650
160
$261K 0.05%
+1,500
161
$251K 0.05%
+30,208
162
$247K 0.05%
+15,201
163
$242K 0.05%
+2,192
164
$236K 0.05%
+4,701
165
$205K 0.04%
+2,818
166
$162K 0.03%
+11,411