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
1
$211M 18.7%
+4,491,980
2
$27.3M 2.42%
1,603,532
+498,204
3
$23M 2.04%
201,052
+56,704
4
$21.3M 1.88%
120,186
+27,504
5
$17.5M 1.55%
338,349
+83,886
6
$17.4M 1.54%
143,568
+51,722
7
$16.2M 1.44%
+152,146
8
$14.8M 1.31%
218,167
+62,054
9
$14.6M 1.3%
+229,432
10
$14.5M 1.28%
434,321
+186,248
11
$12.9M 1.14%
191,930
+35,751
12
$12.5M 1.11%
162,772
+35,980
13
$11.9M 1.05%
288,363
+53,552
14
$11.4M 1.01%
497,591
+195,814
15
$11.1M 0.98%
175,848
+7,015
16
$11M 0.98%
171,321
+18,793
17
$11M 0.98%
227,098
+41,182
18
$11M 0.97%
127,347
+53,306
19
$10.4M 0.92%
288,862
+2,771
20
$10.3M 0.91%
118,632
+35,001
21
$10.1M 0.89%
+247,744
22
$10M 0.89%
297,375
+54,599
23
$9.92M 0.88%
114,567
+24,964
24
$9.76M 0.86%
416,722
+178,545
25
$9.73M 0.86%
174,958
+50,909
1
2 3 4 5