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
451
$3.12K ﹤0.01%
10
452
$3.04K ﹤0.01%
200
453
$3.03K ﹤0.01%
+14
454
$2.98K ﹤0.01%
+14
455
$2.89K ﹤0.01%
104
+59
456
$2.83K ﹤0.01%
+60
457
$2.7K ﹤0.01%
200
458
$2.62K ﹤0.01%
10
-14
459
$2.6K ﹤0.01%
+12
460
$2.55K ﹤0.01%
+30
461
$2.55K ﹤0.01%
20
462
$2.43K ﹤0.01%
50
463
$2.41K ﹤0.01%
25
464
$2.36K ﹤0.01%
225
465
$2.28K ﹤0.01%
36
466
$2.26K ﹤0.01%
74
467
$2.19K ﹤0.01%
35
468
$2.18K ﹤0.01%
+100
469
$2.17K ﹤0.01%
50
-100
470
$2.08K ﹤0.01%
56
471
$2.07K ﹤0.01%
7
472
$2.05K ﹤0.01%
92
473
$2.04K ﹤0.01%
60
474
$2.02K ﹤0.01%
38
475
$1.99K ﹤0.01%
+20
17 18
19
20 21