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
$121M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$1.06M
3
+$1.04M
4
KVUE icon
Kenvue
KVUE
+$987K
5
MCD icon
McDonald's
MCD
+$790K

Top Sells

1
+$4.16M
2
+$2.81M
3
+$1.58M
4
KKR icon
KKR & Co
KKR
+$1.52M
5
RTX icon
RTX Corp
RTX
+$1.4M

Sector Composition

1 Technology 23.41%
2 Healthcare 14.14%
3 Financials 12.03%
4 Consumer Discretionary 10.47%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$18K 0.01%
+200
277
– –
-192
278
$18K 0.01%
450
279
$18K 0.01%
450
280
$17K 0.01%
1,920
+1,380
281
$17K 0.01%
+300
282
$16K 0.01%
+2,000
283
$16K 0.01%
2,000
+400
284
$16K 0.01%
3,000
+200
285
– –
0
286
$16K 0.01%
+3,800
287
$16K 0.01%
13,400
+3,400
288
$15K 0.01%
+1,056
289
$15K 0.01%
1,100
290
$15K 0.01%
600
-80
291
$15K 0.01%
1,000
292
$15K 0.01%
+675
293
– –
0
294
$15K 0.01%
+92
295
$14K 0.01%
1,100
296
$14K 0.01%
+9,400
297
$14K 0.01%
200
298
$14K 0.01%
85
-24
299
$14K 0.01%
242
-8
300
$14K 0.01%
1,800
10 11
12
13 14