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
251
$26.9K 0.02%
360
+35
252
$26.6K 0.02%
650
253
$26.2K 0.02%
175
-19
254
$25.7K 0.02%
+124
255
$25.7K 0.02%
247
-16
256
$24.9K 0.02%
396
-15
257
$24.7K 0.02%
3,600
-3,800
258
$24.6K 0.02%
+4,100
259
$24.5K 0.02%
110
260
$24.4K 0.02%
2,854
-50
261
$23.8K 0.02%
+200
262
$23.6K 0.02%
1,400
-100
263
$23.3K 0.02%
173
264
– –
-400
265
$22.7K 0.02%
2,425
-1,700
266
$22.7K 0.02%
+480
267
$22.6K 0.02%
379
268
$22.6K 0.02%
+510
269
$22.5K 0.02%
132
+40
270
$22.4K 0.02%
260
271
$22.3K 0.02%
600
-20
272
$22.2K 0.02%
+800
273
$22.1K 0.02%
+520
274
$21.1K 0.02%
+192
275
$21K 0.02%
225
-50
9 10
11
12 13