Balyasny Asset Management

Balyasny Asset Management Portfolio holdings

AUM $49.6B
1-Year Est. Return 19.59%
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$35.8B
AUM Growth
+$5.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,726
New
Increased
Reduced
Closed

Top Buys

1 +$449M
2 +$314M
3 +$303M
4
MSFT icon
Microsoft
MSFT
+$284M
5
ATVI
Activision Blizzard
ATVI
+$270M

Top Sells

1 +$305M
2 +$213M
3 +$202M
4
TSM icon
TSMC
TSM
+$197M
5
EMR icon
Emerson Electric
EMR
+$173M

Sector Composition

1 Technology 16.29%
2 Industrials 16.22%
3 Consumer Discretionary 13.29%
4 Financials 10.25%
5 Healthcare 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
-189,852
2402
-52,831
2403
-1,821,353
2404
-7,525
2405
-202,613
2406
-25,228
2407
-423,404
2408
-523,669
2409
-1,310,780
2410
-1,576
2411
-2,092
2412
-343,846
2413
0
2414
-14,780
2415
-801,758
2416
-306,450
2417
-151,457
2418
-2,934
2419
-30,154
2420
-392,319
2421
-579,684
2422
0
2423
0
2424
-425,564
2425
-17,041