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
$238M
AUM Growth
+$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$843K
2
+$801K
3
+$800K
4
ISRG icon
Intuitive Surgical
ISRG
+$787K
5
BABA icon
Alibaba
BABA
+$763K

Top Sells

1
+$3.46M
2
+$1.99M
3
+$1.64M
4
GS icon
Goldman Sachs
GS
+$1.02M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$693K

Sector Composition

1 Consumer Discretionary 22.61%
2 Financials 18.34%
3 Technology 15.88%
4 Communication Services 11.52%
5 Industrials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$178K 0.07%
3,408
77
– –
-6,300
78
– –
-7,750
79
– –
-3,511
80
– –
-6,050
81
– –
-366,000
82
– –
-175
83
– –
-4,836
84
– –
-18,298
85
– –
-12,000
1 2 3
4