BAM

Byrne Asset Management Portfolio holdings

AUM $163M
1-Year Est. Return 24.33%
This Quarter Est. Return
1 Year Est. Return
+24.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.78M
3
+$1.73M
4
BX icon
Blackstone
BX
+$1.33M
5
GEHC icon
GE HealthCare
GEHC
+$1.27M

Top Sells

1
+$1.39M
2
+$1.34M
3
+$1.31M
4
ATVI
Activision Blizzard
ATVI
+$1.24M
5
PG icon
Procter & Gamble
PG
+$1.04M

Sector Composition

1 Technology 24.11%
2 Healthcare 13.76%
3 Financials 12.72%
4 Consumer Discretionary 11.66%
5 Communication Services 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34.2K 0.03%
360
-300
227
$33.5K 0.03%
+740
228
$33.1K 0.03%
1,090
+10
229
$33.1K 0.03%
2,400
230
$31.6K 0.02%
450
231
$31.6K 0.02%
2,165
-200
232
$31.4K 0.02%
+810
233
$30.9K 0.02%
570
+6
234
$30.5K 0.02%
545
235
$30.2K 0.02%
320
+120
236
$30K 0.02%
6,800
+400
237
– –
-16,415
238
$29.5K 0.02%
2,000
239
$29.2K 0.02%
360
+20
240
$28.9K 0.02%
309
241
$28.8K 0.02%
1,552
+552
242
$28.4K 0.02%
180
-20
243
$28.2K 0.02%
6,600
-200
244
$28.2K 0.02%
232
+32
245
$28K 0.02%
+700
246
$27.6K 0.02%
+240
247
$27.4K 0.02%
190
+160
248
$27.3K 0.02%
1,475
-2,425
249
$27.2K 0.02%
800
-200
250
$26.9K 0.02%
300
8 9
10
11 12