BAM

Byrne Asset Management Portfolio holdings

AUM $181M
1-Year Est. Return 28.05%
This Quarter Est. Return
1 Year Est. Return
+28.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$417K
3
+$340K
4
ADP icon
Automatic Data Processing
ADP
+$295K
5
BAC icon
Bank of America
BAC
+$289K

Top Sells

1
+$760K
2
+$547K
3
+$504K
4
GE icon
GE Aerospace
GE
+$374K
5
MLM icon
Martin Marietta Materials
MLM
+$356K

Sector Composition

1 Technology 18.86%
2 Healthcare 13.4%
3 Financials 9.55%
4 Consumer Discretionary 7.77%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
86
427
$3K ﹤0.01%
+220
428
$3K ﹤0.01%
35
429
$3K ﹤0.01%
+256
430
$3K ﹤0.01%
+46
431
$3K ﹤0.01%
20
432
$3K ﹤0.01%
+55
433
$3K ﹤0.01%
100
434
$3K ﹤0.01%
34
+9
435
$3K ﹤0.01%
+26
436
$3K ﹤0.01%
+20
437
$3K ﹤0.01%
70
+6
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$3K ﹤0.01%
7
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$3K ﹤0.01%
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$3K ﹤0.01%
+37
441
$3K ﹤0.01%
+32
442
$3K ﹤0.01%
16
-6
443
$3K ﹤0.01%
+40
444
$3K ﹤0.01%
+7
445
$3K ﹤0.01%
+170
446
$3K ﹤0.01%
+16
447
$3K ﹤0.01%
+132
448
$3K ﹤0.01%
+150
449
$3K ﹤0.01%
+28
450
$3K ﹤0.01%
280
+60
16 17
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