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
$307M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1 +$4.42M
2 +$3.22M
3 +$1.94M
4
NOW icon
ServiceNow
NOW
+$1.29M
5
LLY icon
Eli Lilly
LLY
+$814K

Top Sells

1 +$4.02M
2 +$1.7M
3 +$913K
4
AAPL icon
Apple
AAPL
+$798K
5
MSCI icon
MSCI
MSCI
+$476K

Sector Composition

1 Technology 36.13%
2 Financials 15.59%
3 Consumer Discretionary 14.69%
4 Communication Services 10.03%
5 Consumer Staples 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$229K 0.07%
2,500
52
$222K 0.07%
147
53
$222K 0.07%
1,150
-1,677
54
-13,544
55
-2,500
56
-6,850