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
$136M
AUM Growth
-$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.13M
3
+$1.12M
4
QCOM icon
Qualcomm
QCOM
+$984K
5
WBD
WIMM-BILL-DANN FGOODS OJSC
WBD
+$804K

Top Sells

1
+$1.32M
2
+$1.24M
3
+$1.24M
4
IQV icon
IQVIA
IQV
+$1.22M
5
GLW icon
Corning
GLW
+$1.08M

Sector Composition

1 Technology 25.21%
2 Financials 14.78%
3 Healthcare 11.31%
4 Consumer Discretionary 10.68%
5 Communication Services 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$16.2K 0.01%
1,270
352
$16.2K 0.01%
360
353
$15.9K 0.01%
325
354
$15.8K 0.01%
+168
355
$15.7K 0.01%
+311
356
$15.5K 0.01%
1,075
357
$15K 0.01%
680
358
– –
-84
359
$14.6K 0.01%
475
360
$14.5K 0.01%
+1,150
361
$14.2K 0.01%
71
362
$14.2K 0.01%
450
363
$14.1K 0.01%
+2,250
364
$14K 0.01%
555
365
$13.7K 0.01%
+90
366
$13.5K 0.01%
1,465
-4,215
367
$13.4K 0.01%
64
+24
368
$13.4K 0.01%
89
-17
369
$13.2K 0.01%
+110
370
$13.2K 0.01%
333
371
$13.1K 0.01%
73
372
$13K 0.01%
+450
373
$12.9K 0.01%
350
+344
374
$12.8K 0.01%
2,107
375
$12.7K 0.01%
+85
13 14
15
16 17