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
1
$42M 3.63%
2,193,548
-36,176
2
$28M 2.41%
225,715
+5,766
3
$23.2M 2%
381,485
-3,836
4
$22.2M 1.91%
120,446
-8,437
5
$21.4M 1.85%
430,718
-17,916
6
$20.6M 1.77%
260,965
-20,731
7
$20.3M 1.75%
495,286
-68,165
8
$18.7M 1.61%
157,457
+13,771
9
$18.1M 1.56%
652,758
-24,893
10
$15M 1.29%
203,540
-11,576
11
$14.3M 1.24%
357,143
+2,667
12
$13.9M 1.2%
537,094
-29,232
13
$13.2M 1.14%
134,960
-5,274
14
$13M 1.12%
133,733
+18,354
15
$12.6M 1.08%
251,088
+7,722
16
$12.4M 1.07%
451,081
-14,231
17
$12.3M 1.06%
153,496
-1,222
18
$11.9M 1.02%
218,953
+11,455
19
$11.4M 0.98%
506,982
+8,283
20
$11.3M 0.97%
275,700
-22,539
21
$11.2M 0.97%
176,134
+6,526
22
$11.2M 0.96%
141,093
-6,623
23
$11M 0.94%
156,884
-56,242
24
$10.5M 0.9%
285,586
-6,584
25
$10.5M 0.9%
342,951
-1,995
1
2 3 4 5