Balyasny Asset Management

Balyasny Asset Management Portfolio holdings

AUM $53.4B
1-Year Est. Return 35.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19B
AUM Growth
-$1.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,147
New
Increased
Reduced
Closed

Top Buys

1
+$366M
2
+$158M
3
+$157M
4
DLTR icon
Dollar Tree
DLTR
+$151M
5
EVRG icon
Evergy
EVRG
+$149M

Top Sells

1
+$229M
2
+$206M
3
+$130M
4
DRI icon
Darden Restaurants
DRI
+$127M
5
NTRS icon
Northern Trust
NTRS
+$127M

Sector Composition

1 Financials 19.9%
2 Consumer Discretionary 15.53%
3 Technology 10.77%
4 Industrials 8.76%
5 Real Estate 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-605
2027
– –
-228,746
2028
– –
-25
2029
– –
0
2030
– –
-158,991
2031
– –
-12,173
2032
– –
-106
2033
– –
-2,008
2034
– –
0
2035
– –
-45,790
2036
– –
-52,597
2037
– –
-11,223
2038
– –
-3,112
2039
– –
-29,539
2040
– –
-680,101
2041
– –
-8,321
2042
– –
-2,036
2043
– –
-20,555
2044
– –
-10,311
2045
– –
-7,078
2046
– –
-58,547
2047
– –
-93,940
2048
– –
-10,864
2049
– –
-151,319
2050
– –
-35,474
80 81
82
83 84