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
201
$646K 0.06%
+19,936
202
$634K 0.06%
27,403
+1,353
203
$625K 0.06%
17,350
-2,030
204
$613K 0.05%
+6,648
205
$608K 0.05%
+11,561
206
$605K 0.05%
+15,560
207
$603K 0.05%
+9,169
208
$589K 0.05%
16,368
+6,318
209
$585K 0.05%
10,599
210
$583K 0.05%
10,361
+2,747
211
$582K 0.05%
6,959
212
$571K 0.05%
+7,294
213
$564K 0.05%
13,200
214
$562K 0.05%
7,191
215
$551K 0.05%
+26,350
216
$541K 0.05%
16,685
+7,650
217
$538K 0.05%
+6,321
218
$538K 0.05%
+12,023
219
$504K 0.04%
+17,625
220
$478K 0.04%
9,448
+24
221
$478K 0.04%
14,474
-14,016
222
$476K 0.04%
+6,122
223
$472K 0.04%
+5,690
224
$468K 0.04%
+2,765
225
$465K 0.04%
+3,900
7 8
9
10 11