BANYAN PARTNERS, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 409
New Positions 28
Increased Positions 154
Decreased Positions 210
Positions with Activity 364
Sold Out Positions 18
Total Mkt Value (in $ millions) 1,140

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

Sector Weighting

Basic Materials 2.8%
Capital Goods 4.38%
Conglomerates
Consumer Cyclical 1.22%
Consumer/Non-Cyclical 7.22%
Energy 8.35%
Financial 20.55%
Healthcare 11.69%
Services 18.03%
Technology 20.72%
Transportation 1.86%
Utilities 2.05%

409 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 57,044 -1,357 (2.32) 486,892
GENERAL ELECTRIC CO COM 25,842 472 1.86 1,081,717
JPMORGAN CHASE & CO COM 21,116 54 .25 388,308
WELLS FARGO & CO NEW COM 20,905 -417 (1.95) 402,640
BERKSHIRE HATHAWAY INC DEL CL A 17,917 New 83
MICROSOFT CORP COM 17,124 -1,763 (9.34) 423,860
QUALCOMM INC COM 16,972 435 2.63 271,728
INTERNATIONAL BUSINESS MACHS COM 16,423 362 2.25 107,123
HOME DEPOT INC COM 15,402 -388 (2.45) 147,505
EXPRESS SCRIPTS HLDG CO COM 14,882 636 4.47 184,383
UNITED TECHNOLOGIES CORP COM 14,496 539 3.86 126,290
SCHLUMBERGER LTD COM 14,401 4,200 41.18 174,791
CELGENE CORP COM 14,041 -507 (3.49) 117,836
CISCO SYS INC COM 13,246 127 .97 502,411
JOHNSON & JOHNSON COM 12,776 12 .10 127,583
DISNEY WALT CO COM DISNEY 12,748 -387 (2.95) 140,153
MERCK & CO INC NEW COM 12,682 -984 (7.2) 210,382
STARBUCKS CORP COM 12,269 -320 (2.54) 140,167
VISA INC COM CL A 12,025 266 2.27 47,173
E M C CORP MASS COM 11,895 433 3.78 458,738


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