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
$154M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1 +$733K
2 +$565K
3 +$526K
4
DIS icon
Walt Disney
DIS
+$459K
5
HPQ icon
HP
HPQ
+$305K

Top Sells

1 +$1.3M
2 +$1.1M
3 +$1.08M
4
WBD icon
Warner Bros
WBD
+$935K
5
WY icon
Weyerhaeuser
WY
+$869K

Sector Composition

1 Technology 20.11%
2 Healthcare 12.67%
3 Financials 9.46%
4 Consumer Discretionary 8.72%
5 Communication Services 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$7K ﹤0.01%
350
377
$6K ﹤0.01%
+21
378
$6K ﹤0.01%
400
379
$6K ﹤0.01%
48
380
$6K ﹤0.01%
96
381
$6K ﹤0.01%
46
382
$6K ﹤0.01%
100
383
$6K ﹤0.01%
25
384
$6K ﹤0.01%
35
385
$6K ﹤0.01%
25
386
$6K ﹤0.01%
100
387
$6K ﹤0.01%
700
388
$5K ﹤0.01%
60
389
$5K ﹤0.01%
110
+25
390
$5K ﹤0.01%
100
391
$5K ﹤0.01%
126
392
$5K ﹤0.01%
500
393
$5K ﹤0.01%
200
394
$5K ﹤0.01%
700
-200
395
$5K ﹤0.01%
12
396
$5K ﹤0.01%
25
397
$5K ﹤0.01%
+280
398
$5K ﹤0.01%
+40
399
$5K ﹤0.01%
71
400
$5K ﹤0.01%
30
-10