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
151
$1.39M 0.12%
+31,711
152
$1.36M 0.12%
26,022
+2,650
153
$1.36M 0.12%
+21,542
154
$1.35M 0.12%
40,567
-11,910
155
$1.33M 0.12%
+48,937
156
$1.32M 0.12%
+31,371
157
$1.3M 0.12%
19,802
+12,149
158
$1.26M 0.11%
+21,311
159
$1.26M 0.11%
64,200
+46,850
160
$1.25M 0.11%
+44,066
161
$1.24M 0.11%
52,666
+33,696
162
$1.2M 0.11%
+29,086
163
$1.18M 0.1%
+52,712
164
$1.17M 0.1%
+47,840
165
$1.16M 0.1%
143,000
-32,000
166
$1.15M 0.1%
14,921
+12,103
167
$1.15M 0.1%
+235
168
$1.14M 0.1%
10,074
+7,363
169
$1.13M 0.1%
8,823
+557
170
$1.11M 0.1%
+12,276
171
$1.1M 0.1%
+75,660
172
$1.08M 0.1%
175,000
173
$1.06M 0.09%
+64,740
174
$1.05M 0.09%
+25,936
175
$1.01M 0.09%
+21,162
5 6
7
8 9