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
401
$7.11K 0.01%
360
-80
402
$7.1K 0.01%
1,000
403
$7.09K 0.01%
100
404
$6.9K ﹤0.01%
525
405
$6.88K ﹤0.01%
600
406
$6.86K ﹤0.01%
400
407
$6.77K ﹤0.01%
+120
408
$6.76K ﹤0.01%
23
-2
409
$6.74K ﹤0.01%
100
410
$6.6K ﹤0.01%
98
-52
411
$6.57K ﹤0.01%
+1,900
412
$6.57K ﹤0.01%
315
413
$6.16K ﹤0.01%
40
414
$6.16K ﹤0.01%
323
415
$6.11K ﹤0.01%
130
-26
416
$6.08K ﹤0.01%
250
417
$6.06K ﹤0.01%
100
418
$6.06K ﹤0.01%
25
419
$6.03K ﹤0.01%
+225
420
$5.93K ﹤0.01%
10
421
$5.69K ﹤0.01%
200
422
$5.65K ﹤0.01%
400
-100
423
$5.64K ﹤0.01%
146
+90
424
$5.56K ﹤0.01%
100
425
$5.26K ﹤0.01%
500
15 16
17
18 19