BAM

Byrne Asset Management Portfolio holdings

AUM $181M
1-Year Est. Return 28.05%
This Quarter Est. Return
1 Year Est. Return
+28.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$417K
3
+$340K
4
ADP icon
Automatic Data Processing
ADP
+$295K
5
BAC icon
Bank of America
BAC
+$289K

Top Sells

1
+$760K
2
+$547K
3
+$504K
4
GE icon
GE Aerospace
GE
+$374K
5
MLM icon
Martin Marietta Materials
MLM
+$356K

Sector Composition

1 Technology 18.86%
2 Healthcare 13.4%
3 Financials 9.55%
4 Consumer Discretionary 7.77%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
+48
377
$6K ﹤0.01%
+347
378
$6K ﹤0.01%
100
379
$6K ﹤0.01%
+370
380
$6K ﹤0.01%
100
381
$6K ﹤0.01%
25
382
$6K ﹤0.01%
1,000
383
$5K ﹤0.01%
60
-10
384
$5K ﹤0.01%
120
385
$5K ﹤0.01%
100
386
$5K ﹤0.01%
+12
387
$5K ﹤0.01%
250
-450
388
$5K ﹤0.01%
126
-56
389
$5K ﹤0.01%
200
390
$5K ﹤0.01%
75
391
$5K ﹤0.01%
96
392
$5K ﹤0.01%
60
393
$5K ﹤0.01%
+115
394
$5K ﹤0.01%
25
395
$5K ﹤0.01%
35
-25
396
$5K ﹤0.01%
71
397
$4K ﹤0.01%
38
398
$4K ﹤0.01%
70
399
$4K ﹤0.01%
100
400
$4K ﹤0.01%
100
-918
14 15
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