BAM
Byrne Asset Management Portfolio holdings
AUM
$151M
1-Year Return
21.91%
This Quarter Return
+13.49%
1 Year Return
+21.91%
3 Year Return
+80.8%
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
+$15.5M
(+11%)
Cap. Flow
-$582K
Cap. Flow
% of AUM
-0.39%
Top 10 Holdings %
Top 10 Hldgs %
32.35%
Holding
617
New
99
Increased
94
Reduced
110
Closed
116
Top Buys
| 1 |
American Express
AXP
|
+$1.23M |
| 2 |
Corning
GLW
|
+$1.22M |
| 3 |
Adobe
ADBE
|
+$1.18M |
| 4 |
Huntington Ingalls Industries
HII
|
+$1.08M |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$1.07M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
+$1.13M |
| 2 |
AT&T
T
|
+$1.1M |
| 3 |
Revvity
RVTY
|
+$997K |
| 4 |
Mastercard
MA
|
+$975K |
| 5 |
PayPal
PYPL
|
+$939K |
Sector Composition
| 1 | Technology | 27.97% |
| 2 | Financials | 13.79% |
| 3 | Consumer Discretionary | 11.17% |
| 4 | Communication Services | 10.44% |
| 5 | Healthcare | 9.28% |
