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
426
$3.94K ﹤0.01%
55
427
$3.93K ﹤0.01%
+110
428
$3.89K ﹤0.01%
500
429
$3.89K ﹤0.01%
256
430
$3.87K ﹤0.01%
67
431
$3.81K ﹤0.01%
16
432
$3.79K ﹤0.01%
31
-15
433
$3.74K ﹤0.01%
108
434
$3.71K ﹤0.01%
25
435
$3.71K ﹤0.01%
+700
436
$3.71K ﹤0.01%
+64
437
$3.69K ﹤0.01%
50
438
$3.67K ﹤0.01%
93
+14
439
$3.65K ﹤0.01%
+48
440
$3.58K ﹤0.01%
46
441
$3.58K ﹤0.01%
+100
442
$3.56K ﹤0.01%
160
443
$3.52K ﹤0.01%
20
444
$3.41K ﹤0.01%
+120
445
$3.35K ﹤0.01%
+90
446
$3.29K ﹤0.01%
165
+40
447
$3.23K ﹤0.01%
+56
448
$3.21K ﹤0.01%
160
+60
449
$3.17K ﹤0.01%
60
-15
450
$3.13K ﹤0.01%
200
16 17
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