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
$144M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.07M
3
+$1.04M
4
HII icon
Huntington Ingalls Industries
HII
+$950K
5
GILD icon
Gilead Sciences
GILD
+$894K

Top Sells

1
+$1.08M
2
+$1.04M
3
+$1.01M
4
PFE icon
Pfizer
PFE
+$1.01M
5
UPS icon
United Parcel Service
UPS
+$925K

Sector Composition

1 Technology 24.34%
2 Financials 12.94%
3 Healthcare 12.89%
4 Consumer Discretionary 12.28%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9.03K 0.01%
400
377
$8.92K 0.01%
140
378
– –
-650
379
$8.88K 0.01%
177
380
$8.7K 0.01%
160
381
$8.69K 0.01%
525
+255
382
$8.64K 0.01%
277
383
$8.64K 0.01%
+520
384
$8.51K 0.01%
1,170
+570
385
$8.4K 0.01%
500
386
$8.39K 0.01%
55
+30
387
– –
-850
388
$8.34K 0.01%
+25
389
$7.95K 0.01%
71
390
$7.89K 0.01%
347
391
$7.83K 0.01%
156
392
$7.8K 0.01%
12
393
$7.61K 0.01%
119
-45
394
$7.46K 0.01%
100
395
$7.41K 0.01%
100
396
$7.38K 0.01%
127
+60
397
$7.35K 0.01%
+50
398
$7.31K 0.01%
25
-25
399
$7.18K 0.01%
96
400
$7.09K ﹤0.01%
1,000
14 15
16
17 18