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
$154M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$7.34M
2
+$7.14M
3
+$5.19M
4
AMZN icon
Amazon
AMZN
+$5.09M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.63M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.33%
2 Healthcare 14.02%
3 Financials 10.01%
4 Consumer Discretionary 9.17%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 1.07%
+18,179
27
$1.6M 1.03%
+7,944
28
$1.59M 1.03%
+9,743
29
$1.58M 1.02%
+24,886
30
$1.46M 0.95%
+9,454
31
$1.46M 0.95%
+22,005
32
$1.4M 0.91%
+17,095
33
$1.37M 0.89%
+2,238
34
$1.34M 0.87%
+1,467
35
$1.34M 0.87%
+5,267
36
$1.31M 0.85%
+6,129
37
$1.26M 0.82%
+14,676
38
$1.18M 0.76%
+3,933
39
$1.15M 0.74%
+38,950
40
$1.14M 0.74%
+5,360
41
$1.12M 0.72%
+4,458
42
$1.08M 0.7%
+18,360
43
$1.05M 0.68%
+4,262
44
$1.01M 0.66%
+4,903
45
$1M 0.65%
+15,042
46
$988K 0.64%
+20,478
47
$981K 0.64%
+15,208
48
$940K 0.61%
+22,820
49
$912K 0.59%
+12,631
50
$908K 0.59%
+5,248
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