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
$161M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.15M
3
+$1.04M
4
AIG icon
American International
AIG
+$927K
5
META icon
Meta Platforms (Facebook)
META
+$911K

Top Sells

1
+$1.14M
2
+$1.1M
3
+$457K
4
WM icon
Waste Management
WM
+$455K
5
SIRI icon
SiriusXM
SIRI
+$434K

Sector Composition

1 Technology 19.69%
2 Healthcare 12.8%
3 Financials 9.44%
4 Consumer Discretionary 8.21%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.95%
9,935
+192
27
$1.5M 0.93%
15,135
+459
28
$1.44M 0.9%
6,344
-1,064
29
$1.44M 0.9%
25,851
+965
30
$1.43M 0.89%
16,466
+1,258
31
$1.42M 0.89%
8,144
+200
32
$1.4M 0.87%
22,220
+215
33
$1.38M 0.86%
3,911
-22
34
$1.37M 0.85%
21,017
+2,838
35
$1.35M 0.84%
6,299
+170
36
$1.35M 0.84%
17,980
+885
37
$1.27M 0.79%
46,420
+7,470
38
$1.25M 0.78%
15,644
+602
39
$1.25M 0.78%
12,519
-112
40
$1.23M 0.77%
1,613
+146
41
$1.22M 0.76%
11,181
+9,486
42
$1.2M 0.75%
+2,887
43
$1.19M 0.74%
5,333
+430
44
$1.16M 0.72%
23,283
+2,805
45
$1.15M 0.72%
5,008
+550
46
$1.12M 0.7%
44,870
+9,070
47
$1.11M 0.69%
4,262
48
$1.08M 0.68%
5,104
-163
49
$1.06M 0.66%
32,793
+6,326
50
$1.01M 0.63%
26,620
+3,800
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2
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