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
$144M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.07M
3
+$1.04M
4
HII icon
Huntington Ingalls Industries
HII
+$950K
5
GILD icon
Gilead Sciences
GILD
+$894K

Top Sells

1
+$1.08M
2
+$1.04M
3
+$1.01M
4
PFE icon
Pfizer
PFE
+$1.01M
5
UPS icon
United Parcel Service
UPS
+$925K

Sector Composition

1 Technology 24.34%
2 Financials 12.94%
3 Healthcare 12.89%
4 Consumer Discretionary 12.28%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$37.2K 0.03%
+3,400
227
$36.7K 0.03%
228
-12
228
$36.5K 0.03%
360
229
$36.1K 0.03%
450
230
$35.8K 0.02%
252
231
$35.7K 0.02%
900
232
$35.7K 0.02%
+320
233
$35.2K 0.02%
292
+45
234
$34.5K 0.02%
302
+102
235
$34.3K 0.02%
185
+135
236
$33.7K 0.02%
+7,000
237
$33K 0.02%
430
-50
238
$32.7K 0.02%
+940
239
$32.7K 0.02%
+560
240
$31.6K 0.02%
640
+160
241
$31.2K 0.02%
+6,440
242
$30.5K 0.02%
262
+30
243
$30.3K 0.02%
2,169
-661
244
$29.4K 0.02%
415
+300
245
$29.1K 0.02%
+1,000
246
$29.1K 0.02%
309
247
$28.9K 0.02%
310
-50
248
$28.9K 0.02%
475
-70
249
$28.5K 0.02%
110
250
$28.5K 0.02%
175
8 9
10
11 12