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
$147M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.24M
3
+$1.21M
4
DE icon
Deere & Co
DE
+$1.18M
5
PYPL icon
PayPal
PYPL
+$1.1M

Top Sells

1
+$627K
2
+$502K
3
+$239K
4
AAPL icon
Apple
AAPL
+$234K
5
FCX icon
Freeport-McMoran
FCX
+$195K

Sector Composition

1 Technology 25.82%
2 Financials 13.4%
3 Consumer Discretionary 11.84%
4 Healthcare 11.43%
5 Communication Services 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 1.02%
13,157
-321
27
$1.5M 1.02%
2,895
+45
28
$1.48M 1.01%
6,264
-56
29
$1.47M 1%
63,673
-2,689
30
$1.43M 0.98%
19,573
+170
31
$1.35M 0.92%
16,750
+25
32
$1.28M 0.87%
12,188
-115
33
$1.25M 0.85%
15,224
-58
34
$1.24M 0.85%
+4,590
35
$1.24M 0.85%
+16,743
36
$1.21M 0.83%
+9,488
37
$1.2M 0.82%
6,919
-95
38
$1.19M 0.81%
4,623
-11
39
$1.18M 0.8%
+2,817
40
$1.17M 0.8%
21,962
-980
41
$1.14M 0.78%
9,747
-41
42
$1.14M 0.78%
4,159
+23
43
$1.11M 0.75%
12,157
+132
44
$1.1M 0.75%
+14,078
45
$1.07M 0.73%
25,270
+22,615
46
$1.07M 0.73%
6,879
-65
47
$1.04M 0.71%
6,120
+25
48
$1.03M 0.7%
22,780
-1,245
49
$1.02M 0.69%
20,405
-3,909
50
$993K 0.68%
15,786
-615
1
2
3 4 5