BA

Birinyi Associates Portfolio holdings

AUM $342M
1-Year Est. Return 17.66%
This Quarter Est. Return
1 Year Est. Return
+17.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$1.59M
2 +$1.06M
3 +$513K
4
TSLA icon
Tesla
TSLA
+$469K
5
AVGO icon
Broadcom
AVGO
+$457K

Top Sells

1 +$7.45M
2 +$2.38M
3 +$1.68M
4
SNOW icon
Snowflake
SNOW
+$1.07M
5
COST icon
Costco
COST
+$740K

Sector Composition

1 Technology 34.64%
2 Financials 16.13%
3 Consumer Discretionary 14.88%
4 Communication Services 11.22%
5 Consumer Staples 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-675
52
-1,375
53
-7,968
54
-176,000