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 404
New Positions 27
Increased Positions 152
Decreased Positions 208
Positions with Activity 360
Sold Out Positions 17
Total Mkt Value (in $ millions) 1,212

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

Sector Weighting

Basic Materials 2.7%
Capital Goods 4.2%
Conglomerates
Consumer Cyclical 1.22%
Consumer/Non-Cyclical 7.11%
Energy 8.06%
Financial 21.18%
Healthcare 11.42%
Services 17.88%
Technology 21.24%
Transportation 1.74%
Utilities 1.97%

404 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 63,432 -1,509 (2.32) 486,892
GENERAL ELECTRIC CO COM 29,498 539 1.86 1,081,717
JPMORGAN CHASE & CO COM 25,543 65 .25 388,308
WELLS FARGO & CO NEW COM 22,532 -449 (1.95) 402,640
MICROSOFT CORP COM 19,862 -2,045 (9.34) 423,860
QUALCOMM INC COM 18,934 485 2.63 271,728
INTERNATIONAL BUSINESS MACHS COM 18,173 400 2.25 107,123
BERKSHIRE HATHAWAY INC DEL CL A 17,828 New 83
HOME DEPOT INC COM 16,435 -413 (2.45) 147,505
EXPRESS SCRIPTS HLDG CO COM 16,067 687 4.47 184,383
SCHLUMBERGER LTD COM 15,866 4,628 41.18 174,791
DISNEY WALT CO COM DISNEY 15,469 -470 (2.95) 140,153
UNITED TECHNOLOGIES CORP COM 14,797 550 3.86 126,290
CISCO SYS INC COM 14,726 142 .97 502,411
STARBUCKS CORP COM 14,566 -380 (2.54) 280,334
CELGENE CORP COM 13,485 -487 (3.49) 117,836
VISA INC COM CL A 12,959 287 2.27 188,692
BB&T CORP COM 12,906 -648 (4.78) 326,979
MERCK & CO INC NEW COM 12,810 -994 (7.2) 210,382
JOHNSON & JOHNSON COM 12,776 12 .10 127,583