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
$144M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.07M
3
+$1.04M
4
HII icon
Huntington Ingalls Industries
HII
+$950K
5
GILD icon
Gilead Sciences
GILD
+$894K

Top Sells

1
+$1.08M
2
+$1.04M
3
+$1.01M
4
PFE icon
Pfizer
PFE
+$1.01M
5
UPS icon
United Parcel Service
UPS
+$925K

Sector Composition

1 Technology 24.34%
2 Financials 12.94%
3 Healthcare 12.89%
4 Consumer Discretionary 12.28%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10.6K 0.01%
162
+106
352
$10.5K 0.01%
228
353
$10.5K 0.01%
1,125
354
$10.4K 0.01%
380
+276
355
$10.3K 0.01%
21
+10
356
$10.2K 0.01%
100
357
$10.2K 0.01%
87
+42
358
$10.1K 0.01%
1,000
359
$9.99K 0.01%
+230
360
$9.94K 0.01%
+450
361
$9.81K 0.01%
+450
362
$9.73K 0.01%
600
363
$9.66K 0.01%
+125
364
$9.52K 0.01%
+210
365
$9.47K 0.01%
850
366
$9.43K 0.01%
+440
367
$9.39K 0.01%
+195
368
$9.38K 0.01%
88
+43
369
$9.34K 0.01%
+145
370
$9.33K 0.01%
3,000
+1,000
371
$9.33K 0.01%
400
372
$9.31K 0.01%
+820
373
$9.29K 0.01%
107
+52
374
$9.25K 0.01%
+87
375
$9.1K 0.01%
130
13 14
15
16 17