Banyan Partners, LLC

data from 30/09/2014

Capitalization

$ 1.177 B -0.48 %

Average holding period

5 ans

Performance

$ 324.718 M 70 370.65 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Banyan Partners, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2014/09/30 AAPL Apple 4.17% 49.054 M $ 486892 2012/12/31 3.908 M $ 8.44 %
2014/09/30 GE General Electric 2.36% 27.714 M $ 1081717 2012/09/30 -436.252 K $ -1.56 %
2014/09/30 JPM JPMorgan Chase 1.99% 23.392 M $ 388308 2012/09/30 1.015 M $ 4.55 %
2014/09/30 WFC Wells Fargo 1.77% 20.885 M $ 402640 2012/12/31 -283.357 K $ -1.31 %
2014/09/30 IBM IBM 1.73% 20.335 M $ 107123 2012/12/31 896.398 K $ 4.72 %
2014/09/30 QCOM Qualcomm 1.73% 20.317 M $ 271728 2012/09/30 -1.173 M $ -5.59 %
2014/09/30 SPY SPDR S&P 500 1.72% 20.293 M $ 103000 2013/09/30 126.100 K $ 0.66 %
2014/09/30 MSFT Microsoft 1.67% 19.650 M $ 423860 2012/09/30 2.179 M $ 11.18 %
2014/09/30 SLB Schlumberger 1.51% 17.774 M $ 174791 2012/12/31 -2.013 M $ -13.79 %
2014/09/30 BRK-A Berkshire Hathaway A 1.46% 17.173 M $ 83 2014/06/30 1.411 M $ 8.95 %
2014/09/30 JNJ Johnson & Johnson 1.16% 13.599 M $ 127583 2012/12/31 251.096 K $ 1.88 %
2014/09/30 HD Home Depot 1.15% 13.532 M $ 147505 2012/12/31 1.630 M $ 13.32 %
2014/09/30 CVX Chevron 1.15% 13.496 M $ 113106 2012/12/31 -1.368 M $ -8.60 %
2014/09/30 EMC EMC 1.14% 13.422 M $ 458738 2012/12/31 0.000 $ 0.00 %
2014/09/30 United Technologies 1.13% 13.336 M $ 126290 2012/12/31 -1.198 M $ -8.53 %
2014/09/30 ESRX Express Scripts 1.11% 13.023 M $ 184383 2012/12/31 229.451 K $ 1.88 %
2014/09/30 OXY Occidental Petroleum 1.08% 12.694 M $ 132020 2012/12/31 -779.861 K $ -6.32 %
2014/09/30 CSCO Cisco Systems 1.07% 12.646 M $ 502411 2012/09/30 159.224 K $ 1.29 %
2014/09/30 DIS Walt Disney 1.06% 12.478 M $ 140153 2012/09/30 475.102 K $ 3.84 %
2014/09/30 MRK Merck 1.06% 12.471 M $ 210382 2012/09/30 323.126 K $ 2.46 %
2014/09/30 BB&T 1.03% 12.167 M $ 326979 2012/09/30 -762.367 K $ -5.63 %
2014/09/30 XOM Exxon Mobil 1.03% 12.142 M $ 129102 2012/12/31 -829.923 K $ -6.59 %
2014/09/30 DD Du Pont 0.96% 11.276 M $ 157136 2012/09/30 158.886 K $ 1.49 %
2014/09/30 CELG Celgene 0.95% 11.168 M $ 117836 2012/09/30 1.087 M $ 10.36 %
2014/09/30 AIG American Intl Group 0.94% 11.090 M $ 205300 2012/12/31 -116.383 K $ -1.03 %
2014/09/30 SBUX Starbucks 0.90% 10.577 M $ 140167 2013/09/30 -276.138 K $ -2.48 %
2014/09/30 MKL Markel Corp 0.89% 10.502 M $ 16508 2014/06/30 -321.740 K $ -2.97 %
2014/09/30 COP ConocoPhillips 0.89% 10.457 M $ 136655 2012/12/31 -1.236 M $ -10.74 %
2014/09/30 PFE Pfizer 0.87% 10.250 M $ 346647 2012/09/30 -38.749 K $ -0.39 %
2014/09/30 V Visa 0.86% 10.065 M $ 47173 2012/12/31 121.777 K $ 1.25 %
2014/09/30 INTC Intel 0.83% 9.793 M $ 281244 2012/09/30 1.516 M $ 12.69 %
2014/09/30 ORCL Oracle 0.80% 9.391 M $ 245318 2012/09/30 -584.955 K $ -5.55 %
2014/09/30 BLK BlackRock 0.79% 9.313 M $ 28366 2012/12/31 249.592 K $ 2.73 %
2014/09/30 GILD Gilead Sciences 0.77% 9.033 M $ 84854 2012/09/30 2.161 M $ 28.39 %
2014/09/30 ADT 0.77% 9.013 M $ 254174 2012/12/31 108.443 K $ 1.49 %
2014/09/30 MMM 3M 0.75% 8.794 M $ 62071 2013/06/30 -82.621 K $ -0.91 %
2014/09/30 PG Procter & Gamble 0.74% 8.753 M $ 104524 2012/12/31 524.007 K $ 6.55 %
2014/09/30 GOOGL Google Class A 0.74% 8.706 M $ 14796 2012/12/31 56.593 K $ 0.65 %
2014/09/30 GOOG Google Class C 0.73% 8.602 M $ 14898 2014/06/30 30.960 K $ 0.35 %
2014/09/30 AMGN Amgen 0.69% 8.145 M $ 57987 2013/09/30 1.276 M $ 18.66 %
2014/09/30 UPS United Parcel Service 0.68% 8.007 M $ 81464 2012/12/31 -246.183 K $ -4.26 %
2014/09/30 BAX Baxter Intl 0.66% 7.725 M $ 107634 2012/12/31 -55.569 K $ -0.74 %
2014/09/30 ABT Abbott Laboratories 0.65% 7.597 M $ 182668 2012/12/31 94.056 K $ 1.69 %
2014/09/30 TGT Target 0.63% 7.430 M $ 118538 2012/12/31 541.315 K $ 8.16 %
2014/09/30 BAC Bank Of America 0.62% 7.347 M $ 430917 2012/09/30 631.611 K $ 10.93 %
2014/09/30 CMCSA Comcast 0.62% 7.338 M $ 136446 2013/09/30 11.580 K $ 0.19 %
2014/09/30 PM Philip Morris 0.62% 7.248 M $ 86904 2012/12/31 -82.106 K $ -1.08 %
2014/09/30 ABBV AbbVie 0.62% 7.247 M $ 125470 2013/03/31 162.983 K $ 2.34 %
2014/09/30 CVS CVS Caremark 0.61% 7.230 M $ 90831 2013/09/30 376.845 K $ 5.60 %
2014/09/30 T AT&T 0.58% 6.873 M $ 195028 2012/12/31 -25.240 K $ -0.34 %
2014/09/30 AFL Aflac 0.58% 6.825 M $ 117166 2012/09/30 -461.876 K $ -6.43 %
2014/09/30 MCD McDonald's 0.58% 6.813 M $ 71863 2012/12/31 -333.520 K $ -5.89 %
2014/09/30 CL Colgate-Palmolive 0.56% 6.583 M $ 100931 2012/12/31 -297.796 K $ -4.34 %
2014/09/30 C Citigroup 0.52% 6.069 M $ 117110 2012/12/31 521.465 K $ 10.02 %
2014/09/30 DRI Darden Restaurants 0.51% 5.969 M $ 115998 2013/09/30 506.667 K $ 11.24 %
2014/09/30 CERN Cerner 0.48% 5.706 M $ 95789 2013/09/30 1.146 M $ 15.49 %
2014/09/30 VZ Verizon 0.48% 5.685 M $ 113734 2012/12/31 116.749 K $ 2.17 %
2014/09/30 EBAY eBay 0.47% 5.520 M $ 97471 2012/12/31 709.293 K $ 13.10 %
2014/09/30 Baker Hughes 0.46% 5.455 M $ 83841 2012/12/31 -862.490 K $ -12.61 %
2014/09/30 ECL Ecolab 0.46% 5.364 M $ 46708 2012/12/31 177.127 K $ 3.13 %
2014/09/30 KO Coca Cola 0.45% 5.320 M $ 124696 2012/09/30 39.756 K $ 0.71 %
2014/09/30 TTE Total SA 0.44% 5.232 M $ 81180 2012/12/31 -617.884 K $ -10.73 %
2014/09/30 FCX Freeport McMoran 0.43% 5.092 M $ 155964 2013/09/30 -533.879 K $ -10.55 %
2014/09/30 Ace Group 0.42% 4.955 M $ 47249 2013/12/31 58.936 K $ 1.12 %
2014/09/30 ETN Eaton 0.42% 4.888 M $ 77137 2013/09/30 -969.572 K $ -17.89 %
2014/09/30 MET Metlife 0.42% 4.886 M $ 90941 2013/09/30 -144.935 K $ -3.31 %
2014/09/30 ALL Allstate 0.40% 4.708 M $ 76719 2013/03/31 213.150 K $ 4.51 %
2014/09/30 MPC Marathon Petroleum 0.39% 4.638 M $ 54779 2012/12/31 318.839 K $ 8.48 %
2014/09/30 DEO Diageo 0.39% 4.605 M $ 39902 2012/12/31 -509.899 K $ -9.33 %
2014/09/30 ACN Accenture 0.39% 4.569 M $ 56182 2012/12/31 29.547 K $ 0.59 %
2014/09/30 MOS Mosaic 0.39% 4.558 M $ 102623 2012/12/31 -542.979 K $ -10.19 %
2014/09/30 HOLX Hologic 0.38% 4.530 M $ 186204 2013/09/30 -174.800 K $ -4.02 %
2014/09/30 CTSH Cognizant Tech 0.38% 4.415 M $ 98620 2012/12/31 -428.208 K $ -8.46 %
2014/09/30 FDX FedEx 0.37% 4.388 M $ 27180 2012/12/31 277.740 K $ 6.65 %
2014/09/30 MS Morgan Stanley 0.37% 4.376 M $ 126572 2013/09/30 288.122 K $ 6.93 %
2014/09/30 HON Honeywell International 0.37% 4.303 M $ 46211 2012/12/31 6.938 K $ 0.18 %
2014/09/30 TROW T Rowe Price Group 0.36% 4.279 M $ 54584 2013/09/30 -273.220 K $ -7.12 %
2014/09/30 BA Boeing 0.34% 3.996 M $ 31374 2012/12/31 4.706 K $ 0.12 %
2014/09/30 ISRG Intuitive Surgical 0.34% 3.980 M $ 8619 2013/12/31 434.015 K $ 12.13 %
2014/09/30 CAG Conagra Foods Inc. Com 0.34% 3.966 M $ 120046 2013/09/30 441.944 K $ 11.26 %
2014/09/30 M Macy's 0.34% 3.959 M $ 68042 2013/12/31 10.861 K $ 0.28 %
2014/09/30 MNK Mallinckrodt 0.32% 3.806 M $ 42220 2014/09/30 0.000 $ 0.00 %
2014/09/30 AJG Arthur J Gallagher 0.32% 3.732 M $ 82276 2013/09/30 -50.914 K $ -2.66 %
2014/09/30 TUP Tupperware Brands 0.31% 3.661 M $ 53027 2012/12/31 -693.711 K $ -17.51 %
2014/09/30 WMT Walmart 0.31% 3.645 M $ 47666 2012/12/31 64.844 K $ 1.88 %
2014/09/30 SNDK Sandisk Corp Com 0.30% 3.567 M $ 36421 2013/06/30 0.000 $ 0.00 %
2014/09/30 YUM Yum! Brands 0.30% 3.528 M $ 49010 2012/12/31 -399.170 K $ -11.36 %
2014/09/30 Hertz Global Holdings 0.30% 3.483 M $ 137190 2014/03/31 -320.131 K $ -9.42 %
2014/09/30 Kraft Foods 0.29% 3.439 M $ 60968 2012/12/31 -186.646 K $ -5.90 %
2014/09/30 PPL PPL 0.29% 3.427 M $ 104368 2012/12/31 -274.127 K $ -7.55 %
2014/09/30 MA Mastercard 0.29% 3.420 M $ 46265 2013/12/31 21.904 K $ 0.61 %
2014/09/30 CMI Cummins 0.29% 3.395 M $ 25724 2012/12/31 -496.888 K $ -14.46 %
2014/09/30 CTSH Cognizant Tech 0.29% 3.358 M $ 75000 2014/09/30 0.000 $ 0.00 %
2014/09/30 KR Kroger Co 0.28% 3.338 M $ 64193 2013/09/30 142.745 K $ 5.18 %
2014/09/30 SDRL Seadrill 0.27% 3.198 M $ 119499 2012/09/30 0.000 $ 0.00 %
2014/09/30 AXP American Express 0.27% 3.147 M $ 35944 2012/12/31 -281.024 K $ -7.73 %
2014/09/30 NKE Nike 0.26% 3.097 M $ 34725 2012/12/31 412.929 K $ 15.01 %
2014/09/30 EPD Enterprise Products 0.26% 3.087 M $ 76599 2012/12/31 92.952 K $ 2.94 %
2014/09/30 VOD Vodafone 0.26% 3.083 M $ 93726 2014/03/31 -50.930 K $ -1.50 %
2014/09/30 MO Altria Group 0.26% 3.066 M $ 66747 2012/12/31 259.588 K $ 9.54 %