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
$131M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.78M
3
+$1.73M
4
BX icon
Blackstone
BX
+$1.33M
5
GEHC icon
GE HealthCare
GEHC
+$1.27M

Top Sells

1
+$1.39M
2
+$1.34M
3
+$1.31M
4
ATVI
Activision Blizzard
ATVI
+$1.24M
5
PG icon
Procter & Gamble
PG
+$1.04M

Sector Composition

1 Technology 24.11%
2 Healthcare 13.76%
3 Financials 12.72%
4 Consumer Discretionary 11.66%
5 Communication Services 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4.98K ﹤0.01%
+140
402
$4.95K ﹤0.01%
250
-250
403
$4.94K ﹤0.01%
+11
404
$4.93K ﹤0.01%
200
405
$4.89K ﹤0.01%
+45
406
$4.86K ﹤0.01%
+600
407
$4.84K ﹤0.01%
45
+19
408
$4.72K ﹤0.01%
38
409
$4.63K ﹤0.01%
50
410
$4.58K ﹤0.01%
10
411
$4.56K ﹤0.01%
+100
412
$4.55K ﹤0.01%
270
+100
413
$4.52K ﹤0.01%
+20
414
$4.38K ﹤0.01%
+75
415
$4.37K ﹤0.01%
70
416
$4.34K ﹤0.01%
100
417
$4.31K ﹤0.01%
64
418
$4.3K ﹤0.01%
+1,000
419
$4.29K ﹤0.01%
500
420
$4.26K ﹤0.01%
25
421
$4.23K ﹤0.01%
64
422
$4.2K ﹤0.01%
30
423
$4.1K ﹤0.01%
+600
424
$4.06K ﹤0.01%
850
+300
425
$4.05K ﹤0.01%
400
15 16
17
18 19