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
$200M
AUM Growth
-$80.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$685K
3
+$649K
4
TSLA icon
Tesla
TSLA
+$566K
5
JNJ icon
Johnson & Johnson
JNJ
+$355K

Top Sells

1
+$4.95M
2
+$2.62M
3
+$2.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.13M
5
AMZN icon
Amazon
AMZN
+$1.62M

Sector Composition

1 Consumer Discretionary 21.22%
2 Financials 18.11%
3 Technology 16.3%
4 Communication Services 12.9%
5 Industrials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$129K 0.06%
3,544
77
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-7,250
83
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-4,337
84
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85
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-5,032
87
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-1,625
91
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-5,900
1 2 3
4