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
176
$1.54M 0.13%
26,224
-1,760
177
$1.54M 0.13%
86,703
-15,585
178
$1.52M 0.13%
105,078
-3,517
179
$1.47M 0.13%
16,492
-2,174
180
$1.47M 0.13%
29,563
-12,384
181
$1.46M 0.13%
8,931
+98
182
$1.45M 0.13%
23,172
-1,281
183
$1.44M 0.12%
61,640
-5,140
184
$1.44M 0.12%
138,200
-18,198
185
$1.43M 0.12%
21,413
+138
186
$1.43M 0.12%
+16,082
187
$1.43M 0.12%
148,032
-15,210
188
$1.38M 0.12%
21,944
-325
189
$1.37M 0.12%
19,794
+21
190
$1.36M 0.12%
16,899
-9,021
191
$1.34M 0.12%
7,240
-43
192
$1.33M 0.12%
17,876
-3,759
193
$1.32M 0.11%
13,629
-2,351
194
$1.3M 0.11%
22,747
+2,618
195
$1.3M 0.11%
+36,835
196
$1.27M 0.11%
16,339
+308
197
$1.27M 0.11%
+9,893
198
$1.27M 0.11%
9,685
-931
199
$1.27M 0.11%
32,214
+1,271
200
$1.22M 0.11%
44,588
-2,844
6 7
8
9 10