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
$138M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$865K
2 +$734K
3 +$60.1K
4
HHH icon
Howard Hughes
HHH
+$44.4K
5
GPN icon
Global Payments
GPN
+$31.4K

Top Sells

1 +$1.19M
2 +$1.05M
3 +$899K
4
HD icon
Home Depot
HD
+$693K
5
IBKR icon
Interactive Brokers
IBKR
+$565K

Sector Composition

1 Financials 28.38%
2 Technology 23%
3 Communication Services 14.01%
4 Consumer Discretionary 13.75%
5 Healthcare 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.82T
$16M 11.58%
42,527
-2,807
JPM icon
2
JPMorgan Chase
JPM
$810B
$12.5M 9.07%
50,968
-3,665
AMP icon
3
Ameriprise Financial
AMP
$44.3B
$9.83M 7.13%
20,296
-2,449
HD icon
4
Home Depot
HD
$390B
$9.19M 6.67%
25,081
-1,891
UBER icon
5
Uber
UBER
$192B
$6.61M 4.8%
90,766
-5,253
BAC icon
6
Bank of America
BAC
$376B
$6.19M 4.49%
148,234
-13,338
BK icon
7
Bank of New York Mellon
BK
$74.7B
$4.24M 3.07%
50,498
-3,348
MSGS icon
8
Madison Square Garden
MSGS
$5.26B
$3.94M 2.86%
20,256
-1,403
CSCO icon
9
Cisco
CSCO
$277B
$3.54M 2.57%
57,322
-4,335
CMCSA icon
10
Comcast
CMCSA
$109B
$3.33M 2.41%
90,132
-6,147
MDLZ icon
11
Mondelez International
MDLZ
$80.8B
$3.12M 2.26%
45,957
-3,122
DIS icon
12
Walt Disney
DIS
$199B
$3.02M 2.19%
30,624
-2,691
JNJ icon
13
Johnson & Johnson
JNJ
$465B
$2.78M 2.02%
16,784
-1,575
PFE icon
14
Pfizer
PFE
$139B
$2.3M 1.67%
90,633
-5,719
MAR icon
15
Marriott International
MAR
$70.8B
$1.98M 1.44%
8,307
-261
BATRK icon
16
Atlanta Braves Holdings Series B
BATRK
$2.46B
$1.94M 1.41%
48,570
-6,700
UPS icon
17
United Parcel Service
UPS
$73.2B
$1.77M 1.28%
16,059
-1,479
BR icon
18
Broadridge
BR
$26.7B
$1.74M 1.26%
7,181
MCD icon
19
McDonald's
MCD
$220B
$1.67M 1.21%
5,345
-836
SYY icon
20
Sysco
SYY
$38.2B
$1.65M 1.2%
22,028
-2,466
MWA icon
21
Mueller Water Products
MWA
$3.95B
$1.57M 1.14%
61,841
-5,888
KO icon
22
Coca-Cola
KO
$295B
$1.55M 1.13%
21,668
-716
SMG icon
23
ScottsMiracle-Gro
SMG
$3.14B
$1.53M 1.11%
27,817
-2,282
BMY icon
24
Bristol-Myers Squibb
BMY
$88.8B
$1.52M 1.11%
24,993
-5,075
MSGE icon
25
Madison Square Garden
MSGE
$2.08B
$1.45M 1.05%
44,394
-2,356