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
$234M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$5.07M
2 +$2.05M
3 +$1.49M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$904K
5
PG icon
Procter & Gamble
PG
+$780K

Top Sells

1 +$1.68M
2 +$1.24M
3 +$898K
4
AAPL icon
Apple
AAPL
+$821K
5
MSFT icon
Microsoft
MSFT
+$820K

Sector Composition

1 Consumer Discretionary 20.48%
2 Financials 17.96%
3 Technology 15.71%
4 Communication Services 12.22%
5 Industrials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$208K 0.09%
+1,300
77
$170K 0.07%
3,408
-136
78
-2,500
79
-1,500
80
-3,075
81
-2,300
82
-3,800