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
$144M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.07M
3
+$1.04M
4
HII icon
Huntington Ingalls Industries
HII
+$950K
5
GILD icon
Gilead Sciences
GILD
+$894K

Top Sells

1
+$1.08M
2
+$1.04M
3
+$1.01M
4
PFE icon
Pfizer
PFE
+$1.01M
5
UPS icon
United Parcel Service
UPS
+$925K

Sector Composition

1 Technology 24.34%
2 Financials 12.94%
3 Healthcare 12.89%
4 Consumer Discretionary 12.28%
5 Communication Services 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.9K ﹤0.01%
50
427
$4.86K ﹤0.01%
38
428
$4.78K ﹤0.01%
93
429
$4.69K ﹤0.01%
18
-23
430
$4.67K ﹤0.01%
+28
431
$4.54K ﹤0.01%
100
432
$4.37K ﹤0.01%
46
433
$4.37K ﹤0.01%
30
434
$4.32K ﹤0.01%
50
-50
435
$4.31K ﹤0.01%
+9
436
$4.31K ﹤0.01%
+36
437
$4.29K ﹤0.01%
12
-13
438
$4.29K ﹤0.01%
64
439
$4.22K ﹤0.01%
256
440
$4.08K ﹤0.01%
500
441
$4K ﹤0.01%
108
442
$3.96K ﹤0.01%
400
443
$3.9K ﹤0.01%
20
444
$3.76K ﹤0.01%
70
445
$3.64K ﹤0.01%
160
446
$3.63K ﹤0.01%
50
447
$3.56K ﹤0.01%
120
448
$3.5K ﹤0.01%
+12
449
$3.44K ﹤0.01%
10
450
$3.37K ﹤0.01%
+110
16 17
18
19 20