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
$154M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1 +$7.34M
2 +$7.14M
3 +$5.19M
4
AMZN icon
Amazon
AMZN
+$5.09M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.63M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.33%
2 Healthcare 14.02%
3 Financials 10.01%
4 Consumer Discretionary 9.17%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$11K 0.01%
+33
352
$11K 0.01%
+57
353
$11K 0.01%
+4,352
354
$11K 0.01%
+300
355
$10K 0.01%
+150
356
0
357
$10K 0.01%
+29
358
$10K 0.01%
+100
359
$10K 0.01%
+245
360
$10K 0.01%
+2,448
361
$10K 0.01%
+136
362
$10K 0.01%
+200
363
$10K 0.01%
+193
364
$10K 0.01%
+40
365
$10K 0.01%
+500
366
$9K 0.01%
+63
367
$9K 0.01%
+182
368
$9K 0.01%
+381
369
$9K 0.01%
+250
370
$9K 0.01%
+150
371
$9K 0.01%
+56
372
$9K 0.01%
+177
373
$9K 0.01%
+1,000
374
$9K 0.01%
+200
375
$9K 0.01%
+2,992