BANYAN PARTNERS, LLC Information

11376 N JOG RD, PALM BEACH GARDENS, Florida, 33418, (561) 630-4600

Report Date: 03/31/2014

Position Statistics

Total Positions 436
New Positions 30
Increased Positions 145
Decreased Positions 264
Positions with Activity 409
Sold Out Positions 57
Total Mkt Value (in $ millions) 1,163

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.89%
Capital Goods 5.11%
Conglomerates
Consumer Cyclical 1.75%
Consumer/Non-Cyclical 7.38%
Energy 11%
Financial 18.35%
Healthcare 11.16%
Services 15.71%
Technology 22.4%
Transportation 1.58%
Utilities 1.96%

436 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 52,289 -862 (1.62) 548,387
GENERAL ELECTRIC CO COM 28,525 729 2.62 1,081,723
WELLS FARGO & CO NEW COM 22,505 -936 (3.99) 430,718
INTERNATIONAL BUSINESS MACHS COM 21,558 -1,510 (6.55) 115,149
JPMORGAN CHASE & CO COM 21,272 -214 (1) 381,485
QUALCOMM INC COM 21,047 -1,672 (7.36) 260,965
MICROSOFT CORP COM 20,693 -2,848 (12.1) 495,286
CHEVRON CORP NEW COM 20,454 1,789 9.58 157,457
INTEL CORP COM 16,537 -900 (5.16) 537,094
SCHLUMBERGER LTD COM 15,613 2,143 15.91 133,733
UNITED TECHNOLOGIES CORP COM 14,612 -831 (5.38) 128,093
BB&T CORP COM 14,139 106 .75 357,143
EXXON MOBIL CORP COM 13,878 -542 (3.76) 134,960
AMERICAN INTL GROUP INC COM NEW 13,792 424 3.17 251,088
CELGENE CORP COM 13,448 -4,821 (26.39) 156,884
DISNEY WALT CO COM DISNEY 13,179 -105 (0.79) 153,496
CISCO SYS INC COM 12,710 208 1.66 506,982
MERCK & CO INC NEW COM 12,153 636 5.52 208,925
E M C CORP MASS COM 11,922 -376 (3.06) 451,081
CONOCOPHILLIPS COM 11,649 1,621 16.17 135,388


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