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
$334M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.62M
3
+$2.5M
4
LLY icon
Eli Lilly
LLY
+$1.91M
5
TSLA icon
Tesla
TSLA
+$372K

Top Sells

1
+$2.8M
2
+$2.5M
3
+$2.23M
4
UBER icon
Uber
UBER
+$1.48M
5
AMZN icon
Amazon
AMZN
+$1.22M

Sector Composition

1 Technology 37.6%
2 Consumer Discretionary 15.62%
3 Financials 14.92%
4 Communication Services 11%
5 Consumer Staples 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$371K 0.11%
550
52
$257K 0.08%
+7,219
53
$242K 0.07%
147
54
$225K 0.07%
3,031
55
$209K 0.06%
1,150
56
– –
-1,552
57
– –
-8,432
58
– –
-2,500
1 2
3