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
351
$9.57K 0.01%
73
352
$9.56K 0.01%
600
353
$9.52K 0.01%
6,610
-600
354
$9.47K 0.01%
50
355
$9.39K 0.01%
130
356
$9.31K 0.01%
30
357
$9.27K 0.01%
+400
358
$8.98K 0.01%
225
359
$8.88K 0.01%
100
-150
360
$8.8K 0.01%
+277
361
$8.5K 0.01%
400
362
$8.49K 0.01%
177
363
$8.45K 0.01%
210
-214
364
$8.4K 0.01%
500
365
$7.9K 0.01%
300
366
$7.74K 0.01%
+3,000
367
$7.64K 0.01%
+4,900
368
$7.55K 0.01%
12
369
$7.47K 0.01%
25
+13
370
$7.45K 0.01%
419
371
$7.33K 0.01%
347
372
– –
-25
373
$7.24K 0.01%
156
+10
374
$7.23K 0.01%
1,000
375
$7.04K 0.01%
115
13 14
15
16 17