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
426
$5.25K ﹤0.01%
25
427
$5.21K ﹤0.01%
90
-3
428
$5.06K ﹤0.01%
76
429
$5K ﹤0.01%
1,500
-300
430
$4.98K ﹤0.01%
40
+2
431
$4.93K ﹤0.01%
200
432
$4.9K ﹤0.01%
2,500
-5,700
433
$4.58K ﹤0.01%
40
434
$4.57K ﹤0.01%
64
435
$4.45K ﹤0.01%
50
436
$4.37K ﹤0.01%
256
437
$4.33K ﹤0.01%
219
-400
438
$4.32K ﹤0.01%
20
439
$4.25K ﹤0.01%
64
440
$4.24K ﹤0.01%
67
-60
441
$4.23K ﹤0.01%
160
442
$4.18K ﹤0.01%
46
443
$4.13K ﹤0.01%
24
-4
444
$4.09K ﹤0.01%
12
445
$3.94K ﹤0.01%
215
446
$3.92K ﹤0.01%
30
447
$3.86K ﹤0.01%
400
448
$3.79K ﹤0.01%
+110
449
$3.77K ﹤0.01%
10
450
$3.71K ﹤0.01%
100
16 17
18
19 20