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
$147M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1 +$1.24M
2 +$1.24M
3 +$1.21M
4
DE icon
Deere & Co
DE
+$1.18M
5
PYPL icon
PayPal
PYPL
+$1.1M

Top Sells

1 +$627K
2 +$502K
3 +$239K
4
AAPL icon
Apple
AAPL
+$234K
5
FCX icon
Freeport-McMoran
FCX
+$195K

Sector Composition

1 Technology 25.82%
2 Financials 13.4%
3 Consumer Discretionary 11.84%
4 Healthcare 11.43%
5 Communication Services 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$36.5K 0.02%
95
227
$36.1K 0.02%
180
+54
228
$35.8K 0.02%
+3,700
229
$35.7K 0.02%
207
-3
230
$35.5K 0.02%
180
-287
231
$34.3K 0.02%
9,000
-200
232
$34.2K 0.02%
238
-54
233
$33.1K 0.02%
+329
234
$32.6K 0.02%
404
+1
235
$32.6K 0.02%
920
+20
236
$32.2K 0.02%
309
237
$32.1K 0.02%
1,735
+760
238
$31.8K 0.02%
600
+370
239
$31.7K 0.02%
+110
240
$31.6K 0.02%
2,500
-400
241
$31.2K 0.02%
780
242
$30.8K 0.02%
1,700
+560
243
$30.7K 0.02%
228
244
$30.6K 0.02%
175
245
$30.4K 0.02%
+300
246
$29.9K 0.02%
+1,950
247
$29.6K 0.02%
475
248
$29.1K 0.02%
+1,100
249
$28.7K 0.02%
4,300
-700
250
$28.5K 0.02%
+1,075