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
201
$1.22M 0.11%
19,741
-428
202
$1.18M 0.1%
27,685
-435
203
$1.17M 0.1%
103,412
-1,389
204
$1.16M 0.1%
24,918
-4,282
205
$1.16M 0.1%
26,747
-3,858
206
$1.16M 0.1%
35,006
-867
207
$1.16M 0.1%
13,276
+63
208
$1.13M 0.1%
16,264
+400
209
$1.12M 0.1%
27,853
+8,926
210
$1.11M 0.1%
46,606
-2,514
211
$1.1M 0.1%
15,066
-639
212
$1.1M 0.09%
32,129
-57,442
213
$1.09M 0.09%
+47,856
214
$1.08M 0.09%
26,315
-5,219
215
$1.08M 0.09%
34,849
-1,235
216
$1.08M 0.09%
70,064
+2,278
217
$1.06M 0.09%
9,289
-512
218
$1.05M 0.09%
7,799
+1,468
219
$1.05M 0.09%
+17,393
220
$1.03M 0.09%
10,905
+15
221
$1.01M 0.09%
11,947
-3,019
222
$979K 0.08%
7,243
+458
223
$978K 0.08%
28,415
+11,057
224
$962K 0.08%
35,341
+17,191
225
$916K 0.08%
13,718
+6,489