BAM

Boyar Asset Management Portfolio holdings

AUM $153M
1-Year Est. Return 20.55%
This Quarter Est. Return
1 Year Est. Return
+20.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$271K
2
+$258K
3
+$245K
4
GPN icon
Global Payments
GPN
+$243K
5
CFG icon
Citizens Financial Group
CFG
+$231K

Top Sells

1
+$286K
2
+$253K
3
+$233K
4
C icon
Citigroup
C
+$211K
5
WBD icon
Warner Bros
WBD
+$104K

Sector Composition

1 Financials 29.18%
2 Technology 25.6%
3 Communication Services 14.26%
4 Consumer Discretionary 12.91%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.82T
$20.9M 13.68%
42,019
-508
JPM icon
2
JPMorgan Chase
JPM
$810B
$14.7M 9.64%
50,806
-162
AMP icon
3
Ameriprise Financial
AMP
$44.3B
$10.8M 7.04%
20,168
-128
HD icon
4
Home Depot
HD
$390B
$9.15M 5.99%
24,947
-134
UBER icon
5
Uber
UBER
$192B
$8.39M 5.49%
89,922
-844
BAC icon
6
Bank of America
BAC
$376B
$7.17M 4.69%
151,578
+3,344
BK icon
7
Bank of New York Mellon
BK
$74.7B
$4.52M 2.96%
49,650
-848
MSGS icon
8
Madison Square Garden
MSGS
$5.26B
$4.31M 2.82%
20,639
+383
CSCO icon
9
Cisco
CSCO
$277B
$3.94M 2.58%
56,734
-588
DIS icon
10
Walt Disney
DIS
$199B
$3.79M 2.48%
30,555
-69
CMCSA icon
11
Comcast
CMCSA
$109B
$3.21M 2.1%
90,021
-111
MDLZ icon
12
Mondelez International
MDLZ
$80.8B
$3.1M 2.03%
45,960
+3
JNJ icon
13
Johnson & Johnson
JNJ
$465B
$2.56M 1.68%
16,785
+1
BATRK icon
14
Atlanta Braves Holdings Series B
BATRK
$2.46B
$2.37M 1.55%
50,629
+2,059
MAR icon
15
Marriott International
MAR
$70.8B
$2.27M 1.49%
8,307
PFE icon
16
Pfizer
PFE
$139B
$2.19M 1.43%
90,294
-339
SMG icon
17
ScottsMiracle-Gro
SMG
$3.14B
$1.85M 1.21%
28,106
+289
MSGE icon
18
Madison Square Garden
MSGE
$2.08B
$1.82M 1.19%
45,658
+1,264
SPHR icon
19
Sphere Entertainment
SPHR
$2.11B
$1.8M 1.18%
42,993
+962
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$3.06T
$1.76M 1.15%
9,960
+685
BR icon
21
Broadridge
BR
$26.7B
$1.75M 1.14%
7,182
+1
SYY icon
22
Sysco
SYY
$38.2B
$1.66M 1.09%
21,948
-80
MCD icon
23
McDonald's
MCD
$220B
$1.56M 1.02%
5,345
UPS icon
24
United Parcel Service
UPS
$73.2B
$1.54M 1.01%
15,256
-803
MWA icon
25
Mueller Water Products
MWA
$3.95B
$1.54M 1.01%
63,927
+2,086
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