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
201
$1.38M 0.1%
10,616
-3,702
202
$1.36M 0.1%
66,780
+2,040
203
$1.31M 0.09%
8,833
+10
204
$1.28M 0.09%
28,120
+2,184
205
$1.26M 0.09%
+16,723
206
$1.25M 0.09%
+63,600
207
$1.23M 0.09%
30,943
+17,546
208
$1.22M 0.09%
16,031
+11,302
209
$1.21M 0.09%
36,084
+2,942
210
$1.21M 0.09%
48,538
+698
211
$1.2M 0.08%
22,400
-12,400
212
$1.2M 0.08%
+20,169
213
$1.2M 0.08%
40,508
+2,855
214
$1.2M 0.08%
45,749
+4,318
215
$1.19M 0.08%
14,966
-125
216
$1.17M 0.08%
7,283
+4,767
217
$1.17M 0.08%
227
-8
218
$1.16M 0.08%
20,129
+9,768
219
$1.14M 0.08%
31,534
+2,773
220
$1.14M 0.08%
+100,740
221
$1.12M 0.08%
62,722
+2,132
222
$1.1M 0.08%
49,120
-23,092
223
$1.1M 0.08%
+13,213
224
$1.1M 0.08%
15,705
-5,606
225
$1.06M 0.07%
9,801
-5,986
7 8
9
10 11