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
$140M
AUM Growth
-$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.12M
3
+$908K
4
NRG icon
NRG Energy
NRG
+$846K
5
MA icon
Mastercard
MA
+$805K

Top Sells

1
+$1.57M
2
+$1.14M
3
+$1.11M
4
AXP icon
American Express
AXP
+$1.08M
5
RVTY icon
Revvity
RVTY
+$1.07M

Sector Composition

1 Technology 26.98%
2 Financials 12.56%
3 Consumer Discretionary 11.64%
4 Healthcare 11.37%
5 Communication Services 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$13.7K 0.01%
+1,210
327
$13.6K 0.01%
975
328
$13.5K 0.01%
820
329
$13.1K 0.01%
+660
330
$13.1K 0.01%
+230
331
$13K 0.01%
300
+40
332
$12.9K 0.01%
440
-40
333
$12.9K 0.01%
333
334
$12.8K 0.01%
+80
335
$12.7K 0.01%
400
336
$12.3K 0.01%
575
337
$12.3K 0.01%
150
-112
338
$12.3K 0.01%
55
-5
339
$11.9K 0.01%
40
340
$11.9K 0.01%
605
341
$11.7K 0.01%
2,200
-1,200
342
$11.6K 0.01%
220
+20
343
$11.6K 0.01%
30
344
$11.4K 0.01%
260
-45
345
$11.4K 0.01%
21
346
$11.4K 0.01%
200
347
$11.3K 0.01%
45
348
$11.3K 0.01%
195
349
$11.2K 0.01%
450
350
$11.1K 0.01%
260
12 13
14
15 16