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
$140M
AUM Growth
-$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.12M
3
+$908K
4
NRG icon
NRG Energy
NRG
+$846K
5
MA icon
Mastercard
MA
+$805K

Top Sells

1
+$1.57M
2
+$1.14M
3
+$1.11M
4
AXP icon
American Express
AXP
+$1.08M
5
RVTY icon
Revvity
RVTY
+$1.07M

Sector Composition

1 Technology 26.98%
2 Financials 12.56%
3 Consumer Discretionary 11.64%
4 Healthcare 11.37%
5 Communication Services 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9.1K 0.01%
400
377
$9.07K 0.01%
600
378
$9.03K 0.01%
87
379
$8.9K 0.01%
180
-380
380
$8.86K 0.01%
91
-10
381
$8.77K 0.01%
119
382
$8.74K 0.01%
177
383
$8.66K 0.01%
130
384
$8.59K 0.01%
160
385
$8.44K 0.01%
850
386
$8.33K 0.01%
1,000
387
$8.26K 0.01%
400
388
$8.18K 0.01%
107
389
$8.01K 0.01%
+35
390
$7.96K 0.01%
96
391
$7.95K 0.01%
500
392
$7.85K 0.01%
300
393
$7.82K 0.01%
12
394
$7.79K 0.01%
50
395
$7.76K 0.01%
347
396
$7.73K 0.01%
+1,665
397
$7.67K 0.01%
+525
398
$7.66K 0.01%
277
399
$7.42K 0.01%
+1,000
400
$7.32K 0.01%
25
14 15
16
17 18