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
451
$3K ﹤0.01%
7
452
$3K ﹤0.01%
+33
453
$3K ﹤0.01%
+37
454
$3K ﹤0.01%
+32
455
$3K ﹤0.01%
16
-6
456
$3K ﹤0.01%
+40
457
$3K ﹤0.01%
200
-100
458
$3K ﹤0.01%
+55
459
$3K ﹤0.01%
+12
460
$3K ﹤0.01%
27
461
$3K ﹤0.01%
+70
462
$3K ﹤0.01%
40
463
$3K ﹤0.01%
+67
464
$3K ﹤0.01%
+70
465
$3K ﹤0.01%
+7
466
$3K ﹤0.01%
+170
467
$3K ﹤0.01%
+16
468
$3K ﹤0.01%
+132
469
$3K ﹤0.01%
+150
470
$3K ﹤0.01%
+28
471
$3K ﹤0.01%
280
+60
472
$2K ﹤0.01%
+80
473
$2K ﹤0.01%
200
474
$2K ﹤0.01%
25
475
$2K ﹤0.01%
+27
17 18
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