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
$507M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$16M
3
+$15.7M
4
JPM icon
JPMorgan Chase
JPM
+$13.4M
5
CVX icon
Chevron
CVX
+$10.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.62%
2 Financials 15.89%
3 Industrials 13.85%
4 Healthcare 11.42%
5 Energy 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.9M 3.33%
+92,682
2
$16M 3.16%
+144,348
3
$15.7M 3.08%
+1,105,328
4
$13.4M 2.64%
+254,463
5
$10.9M 2.14%
+91,846
6
$9.69M 1.91%
+234,811
7
$9.63M 1.9%
+152,528
8
$9.54M 1.88%
+156,179
9
$9.13M 1.8%
+156,113
10
$8.66M 1.7%
+168,833
11
$8.57M 1.69%
+248,073
12
$8.38M 1.65%
+286,091
13
$8.31M 1.64%
+185,916
14
$8.22M 1.62%
+242,776
15
$7.76M 1.53%
+89,603
16
$7.73M 1.52%
+251,841
17
$7.73M 1.52%
+192,684
18
$7.42M 1.46%
+126,792
19
$7.35M 1.45%
+673
20
$7.31M 1.44%
+301,777
21
$7.2M 1.42%
+247,784
22
$7.18M 1.41%
+83,631
23
$7.03M 1.38%
+158,645
24
$6.79M 1.34%
+403,981
25
$6.69M 1.32%
+74,041
1
2 3 4 5