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
151
$2.1M 0.15%
54,635
-2,017
152
$2.09M 0.15%
73,066
-2,000
153
$2.08M 0.15%
23,251
+856
154
$2.07M 0.15%
+21,289
155
$2.06M 0.14%
27,425
-4,255
156
$2.04M 0.14%
25,920
+4,573
157
$2.04M 0.14%
61,196
-12,532
158
$2.02M 0.14%
21,493
-3,474
159
$2M 0.14%
102,288
-54,755
160
$1.99M 0.14%
89,237
-7,195
161
$1.98M 0.14%
54,377
+38,817
162
$1.96M 0.14%
+47,301
163
$1.95M 0.14%
+14,666
164
$1.92M 0.13%
34,135
+2,424
165
$1.9M 0.13%
+32,715
166
$1.86M 0.13%
+49,736
167
$1.86M 0.13%
+29,200
168
$1.85M 0.13%
79,200
169
$1.81M 0.13%
+49,790
170
$1.8M 0.13%
18,666
+1,670
171
$1.8M 0.13%
64,187
+20,121
172
$1.78M 0.12%
21,461
-4,816
173
$1.78M 0.12%
21,222
+18,022
174
$1.77M 0.12%
43,907
+3,680
175
$1.76M 0.12%
90,773
+26,573