BAM
Boyar Asset Management Portfolio holdings
AUM
$158M
1-Year Est. Return
19.43%
1 Year Est. Return
+19.43%
AUM
$158M
AUM Growth
+$5.23M
(+3.4%)
Holding
81
Top Buys
| 1 | +$753K | |
| 2 | +$455K | |
| 3 | +$382K | |
| 4 |
Loews
L
|
+$380K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$223K |
Top Sells
| 1 | +$719K | |
| 2 | +$544K | |
| 3 | +$531K | |
| 4 |
Ameriprise Financial
AMP
|
+$370K |
| 5 |
JPMorgan Chase
JPM
|
+$308K |
Sector Composition
| 1 | Financials | 29.28% |
| 2 | Technology | 25.48% |
| 3 | Communication Services | 14.51% |
| 4 | Consumer Discretionary | 13.51% |
| 5 | Healthcare | 6.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Mueller Water Products
MWA
$3.85B
| $1.54M | 0.98% |
60,413
-3,514
|
|
||
27
American Express
AXP
$254B
| $1.41M | 0.89% |
4,258
-500
|
|
||
28
Markel Group
MKL
$25.9B
| $1.37M | 0.87% |
719
+238
|
|
||
29
Coca-Cola
KO
$305B
| $1.37M | 0.87% |
20,646
-948
|
|
||
30
CVS Health
CVS
$95.2B
| $1.34M | 0.85% |
17,795
-984
|
|
||
31
Waste Management
WM
$87.1B
| $1.31M | 0.83% |
5,911
|
|
||
32
United Parcel Service
UPS
$83.3B
| $1.26M | 0.79% |
15,033
-223
|
|
||
33
Acushnet Holdings
GOLF
$4.91B
| $1.25M | 0.79% |
15,975
-113
|
|
||
34
Kenvue
KVUE
$32.5B
| $1.23M | 0.78% |
76,048
+46,366
|
|
||
35
Match Group
MTCH
$7.94B
| $1.17M | 0.74% |
33,177
-910
|
|
||
36
Labcorp
LH
$22B
| $1.09M | 0.69% |
3,782
-211
|
|
||
37
Topgolf Callaway Brands
MODG
$2.25B
| $1.08M | 0.68% |
113,201
-2,282
|
|
||
38
Global Payments
GPN
$18.9B
| $1.04M | 0.66% |
12,488
+236
|
|
||
39
TripAdvisor
TRIP
$1.78B
| $1.01M | 0.64% |
61,881
+1,535
|
|
||
40
Berkshire Hathaway Class B
BRK.B
$1.09T
| $994K | 0.63% |
1,978
-8
|
|
||
41
Howard Hughes
HHH
$5.21B
| $882K | 0.56% |
10,729
-192
|
|
||
42
Apple
AAPL
$4.2T
| $782K | 0.49% |
3,071
|
|
||
43
Bristol-Myers Squibb
BMY
$104B
| $754K | 0.48% |
16,719
-6,446
|
|
||
44
eBay
EBAY
$37.1B
| $750K | 0.47% |
8,242
-529
|
|
||
45
Target
TGT
$41.2B
| $707K | 0.45% |
7,880
-2,027
|
|
||
46
MGM Resorts International
MGM
$9.72B
| $691K | 0.44% |
19,938
|
|
||
47
Warner Bros
WBD
$60.9B
| $688K | 0.44% |
35,228
-27,839
|
|
||
48
Chubb
CB
$116B
| $665K | 0.42% |
2,357
-219
|
|
||
49
Corning
GLW
$71.6B
| $658K | 0.42% |
8,019
-773
|
|
||
50
Intel
INTC
$209B
| $628K | 0.4% |
18,720
-15,814
|
|