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
176
$1.75M 0.12%
37,404
+1,038
177
$1.75M 0.12%
35,972
+6,886
178
$1.75M 0.12%
23,209
+10,087
179
$1.74M 0.12%
21,635
-619
180
$1.72M 0.12%
15,967
-1,571
181
$1.72M 0.12%
29,922
-23,106
182
$1.68M 0.12%
44,545
+18,483
183
$1.68M 0.12%
108,595
+4,431
184
$1.67M 0.12%
104,801
+3,070
185
$1.66M 0.12%
47,091
-100
186
$1.66M 0.12%
+28,680
187
$1.66M 0.12%
+26,829
188
$1.64M 0.11%
24,453
+2,911
189
$1.6M 0.11%
+21,275
190
$1.59M 0.11%
8,960
-2,085
191
$1.58M 0.11%
156,398
+241
192
$1.56M 0.11%
163,242
-330
193
$1.55M 0.11%
10,846
+9,368
194
$1.51M 0.11%
+30,605
195
$1.48M 0.1%
15,980
+1,059
196
$1.47M 0.1%
30,096
-1,136
197
$1.43M 0.1%
+47,432
198
$1.43M 0.1%
27,984
+346
199
$1.41M 0.1%
+19,773
200
$1.4M 0.1%
+22,269