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
+$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 18.85%
2 Healthcare 13.4%
3 Financials 9.55%
4 Consumer Discretionary 7.77%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
+100
427
$3K ﹤0.01%
+65
428
$3K ﹤0.01%
+64
429
$3K ﹤0.01%
+440
430
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+74
431
$3K ﹤0.01%
+67
432
$3K ﹤0.01%
+10
433
$3K ﹤0.01%
86
434
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+220
435
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436
$3K ﹤0.01%
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437
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438
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25
440
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441
$3K ﹤0.01%
35
442
$3K ﹤0.01%
+256
443
$3K ﹤0.01%
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444
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20
445
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+55
446
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100
447
$3K ﹤0.01%
34
+9
448
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449
$3K ﹤0.01%
+20
450
$3K ﹤0.01%
70
+6
16 17
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