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
176
$1M 0.09%
+28,761
177
$999K 0.09%
+15,707
178
$984K 0.09%
+33,142
179
$980K 0.09%
+37,653
180
$979K 0.09%
+41,431
181
$953K 0.08%
+12,495
182
$944K 0.08%
+44,725
183
$940K 0.08%
+13,122
184
$922K 0.08%
+26,520
185
$921K 0.08%
+21,134
186
$893K 0.08%
11,187
+443
187
$884K 0.08%
+12,833
188
$884K 0.08%
60,590
+49,179
189
$876K 0.08%
7,120
-7,465
190
$862K 0.08%
+26,062
191
$768K 0.07%
16,407
-393
192
$763K 0.07%
+41,940
193
$698K 0.06%
+22,225
194
$696K 0.06%
+12,788
195
$695K 0.06%
+10,954
196
$690K 0.06%
+21,679
197
$686K 0.06%
+14,563
198
$677K 0.06%
5,873
+3,681
199
$663K 0.06%
+52,005
200
$661K 0.06%
+8,916
6 7
8
9 10