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
$151M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.22M
3
+$1.18M
4
HII icon
Huntington Ingalls Industries
HII
+$1.08M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.07M

Top Sells

1
+$1.13M
2
+$1.1M
3
+$997K
4
MA icon
Mastercard
MA
+$975K
5
PYPL icon
PayPal
PYPL
+$939K

Sector Composition

1 Technology 27.98%
2 Financials 13.79%
3 Consumer Discretionary 11.17%
4 Communication Services 10.43%
5 Healthcare 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4.35K ﹤0.01%
+38
452
$4.3K ﹤0.01%
+160
453
$4.25K ﹤0.01%
+40
454
$4.21K ﹤0.01%
+12
455
$4.14K ﹤0.01%
+74
456
$4.13K ﹤0.01%
36
457
$4.1K ﹤0.01%
200
458
$4.03K ﹤0.01%
100
459
$3.72K ﹤0.01%
85
460
$3.68K ﹤0.01%
50
461
$3.68K ﹤0.01%
400
462
$3.66K ﹤0.01%
5
-5
463
$3.61K ﹤0.01%
70
464
$3.49K ﹤0.01%
40
465
$3.41K ﹤0.01%
70
466
$3.4K ﹤0.01%
200
467
$3.37K ﹤0.01%
300
468
$3.31K ﹤0.01%
+45
469
$3.21K ﹤0.01%
6
470
$3.18K ﹤0.01%
10
-5
471
$2.9K ﹤0.01%
190
472
$2.83K ﹤0.01%
24
473
$2.72K ﹤0.01%
200
-200
474
$2.71K ﹤0.01%
50
475
$2.7K ﹤0.01%
98
-15
17 18
19
20 21