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
151
$1.87M 0.16%
22,910
-4,515
152
$1.84M 0.16%
53,245
-22,708
153
$1.82M 0.16%
89,880
-893
154
$1.82M 0.16%
122,615
+59,610
155
$1.81M 0.16%
50,576
+840
156
$1.8M 0.16%
+183,772
157
$1.78M 0.15%
21,981
-12,495
158
$1.77M 0.15%
20,027
-23,401
159
$1.75M 0.15%
26,580
-3,342
160
$1.74M 0.15%
36,528
-876
161
$1.71M 0.15%
70,949
+25,200
162
$1.7M 0.15%
33,269
-10,908
163
$1.69M 0.15%
65,114
+1,514
164
$1.68M 0.15%
20,504
-2,705
165
$1.67M 0.14%
18,184
-5,508
166
$1.67M 0.14%
19,969
-1,492
167
$1.65M 0.14%
46,555
-536
168
$1.6M 0.14%
42,406
-1,501
169
$1.6M 0.14%
22,828
-25,351
170
$1.6M 0.14%
13,044
-2,923
171
$1.59M 0.14%
29,125
-971
172
$1.58M 0.14%
48,645
-73,298
173
$1.57M 0.14%
79,200
174
$1.57M 0.14%
25,105
-1,724
175
$1.55M 0.13%
30,625
+1,945
5 6
7
8 9