BAM
Byrne Asset Management Portfolio holdings
AUM
$151M
1-Year Return
21.91%
This Quarter Return
+6.48%
1 Year Return
+21.91%
3 Year Return
+80.8%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$13.8M
(+9.8%)
Cap. Flow
-$4.29M
Cap. Flow
% of AUM
-2.79%
Top 10 Holdings %
Top 10 Hldgs %
25.84%
Holding
662
New
90
Increased
110
Reduced
105
Closed
106
Top Buys
| 1 |
Freeport-McMoran
FCX
|
$733K |
| 2 |
Kenvue
KVUE
|
$565K |
| 3 |
Unilever
UL
|
$527K |
| 4 |
Walt Disney
DIS
|
$459K |
| 5 |
HP
HPQ
|
$305K |
Top Sells
| 1 |
Procter & Gamble
PG
|
$1.3M |
| 2 |
United Parcel Service
UPS
|
$1.1M |
| 3 |
Gilead Sciences
GILD
|
$1.08M |
| 4 |
Warner Bros
WBD
|
$935K |
| 5 |
Weyerhaeuser
WY
|
$869K |
Sector Composition
| 1 | Technology | 20.1% |
| 2 | Healthcare | 12.67% |
| 3 | Financials | 9.46% |
| 4 | Consumer Discretionary | 8.72% |
| 5 | Communication Services | 6.67% |
