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
$161M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.15M
3
+$1.04M
4
AIG icon
American International
AIG
+$927K
5
META icon
Meta Platforms (Facebook)
META
+$911K

Top Sells

1
+$1.14M
2
+$1.1M
3
+$457K
4
WM icon
Waste Management
WM
+$455K
5
SIRI icon
SiriusXM
SIRI
+$434K

Sector Composition

1 Technology 19.71%
2 Healthcare 12.8%
3 Financials 9.44%
4 Consumer Discretionary 8.21%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
+12
452
$3K ﹤0.01%
25
453
$3K ﹤0.01%
+100
454
$3K ﹤0.01%
86
455
$3K ﹤0.01%
100
456
$3K ﹤0.01%
35
457
$3K ﹤0.01%
+62
458
$3K ﹤0.01%
+22
459
$3K ﹤0.01%
100
460
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+62
461
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+300
462
$3K ﹤0.01%
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$2K ﹤0.01%
100
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+7
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$2K ﹤0.01%
7
467
$2K ﹤0.01%
200
468
$2K ﹤0.01%
25
469
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14
470
$2K ﹤0.01%
+10
471
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20
+13
472
$2K ﹤0.01%
100
473
$2K ﹤0.01%
150
474
$2K ﹤0.01%
100
-300
475
$2K ﹤0.01%
110
-10
17 18
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