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
$121M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$1.06M
3
+$1.04M
4
KVUE icon
Kenvue
KVUE
+$987K
5
MCD icon
McDonald's
MCD
+$790K

Top Sells

1
+$4.16M
2
+$2.81M
3
+$1.58M
4
KKR icon
KKR & Co
KKR
+$1.52M
5
RTX icon
RTX Corp
RTX
+$1.4M

Sector Composition

1 Technology 23.41%
2 Healthcare 14.14%
3 Financials 12.03%
4 Consumer Discretionary 10.47%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
40
402
$4K ﹤0.01%
+24
403
$4K ﹤0.01%
20
404
$4K ﹤0.01%
10
405
$4K ﹤0.01%
240
-40
406
$4K ﹤0.01%
64
407
$4K ﹤0.01%
75
-70
408
$4K ﹤0.01%
+300
409
$3K ﹤0.01%
7
410
$3K ﹤0.01%
+79
411
$3K ﹤0.01%
30
412
$3K ﹤0.01%
+70
413
$3K ﹤0.01%
25
414
$3K ﹤0.01%
50
415
$3K ﹤0.01%
20
416
$3K ﹤0.01%
+300
417
$3K ﹤0.01%
108
418
$3K ﹤0.01%
70
-120
419
$3K ﹤0.01%
+55
420
$3K ﹤0.01%
+550
421
$3K ﹤0.01%
28
422
$3K ﹤0.01%
+250
423
$3K ﹤0.01%
200
424
$3K ﹤0.01%
256
425
$3K ﹤0.01%
+100
15 16
17
18 19