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
451
$3.69K ﹤0.01%
25
-30
452
$3.62K ﹤0.01%
50
453
$3.57K ﹤0.01%
108
454
$3.47K ﹤0.01%
70
455
$3.46K ﹤0.01%
+100
456
$3.37K ﹤0.01%
70
457
$3.37K ﹤0.01%
85
458
$3.28K ﹤0.01%
30
-280
459
$3.23K ﹤0.01%
+100
460
$3.21K ﹤0.01%
12
461
$3.14K ﹤0.01%
+110
462
$3.04K ﹤0.01%
7
-2
463
$2.93K ﹤0.01%
15
-2
464
$2.9K ﹤0.01%
100
-1,000
465
$2.86K ﹤0.01%
200
466
$2.82K ﹤0.01%
38
+8
467
$2.77K ﹤0.01%
1,100
468
$2.76K ﹤0.01%
20
-5
469
$2.75K ﹤0.01%
200
470
$2.67K ﹤0.01%
10
471
$2.54K ﹤0.01%
300
-200
472
$2.53K ﹤0.01%
36
473
$2.41K ﹤0.01%
225
474
$2.38K ﹤0.01%
74
475
$2.29K ﹤0.01%
10
17 18
19
20 21