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
351
$11K 0.01%
1,800
352
$11K 0.01%
+1,800
353
$10.9K 0.01%
30
-12
354
$10.8K 0.01%
146
355
$10.3K 0.01%
154
-8
356
$10.2K 0.01%
228
357
$10.1K 0.01%
+150
358
$10K 0.01%
100
359
$9.98K 0.01%
380
360
$9.94K 0.01%
+895
361
$9.91K 0.01%
+550
362
$9.91K 0.01%
260
-15
363
$9.81K 0.01%
230
364
– –
-73
365
$9.71K 0.01%
350
-24,970
366
$9.7K 0.01%
1,170
367
$9.66K 0.01%
+68
368
$9.65K 0.01%
125
369
$9.57K 0.01%
210
370
$9.56K 0.01%
+11,000
371
$9.51K 0.01%
1,125
372
$9.49K 0.01%
8,400
+371
373
$9.21K 0.01%
140
374
$9.17K 0.01%
265
375
$9.13K 0.01%
71
13 14
15
16 17