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
$163M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.07M
3
+$1.06M
4
XOM icon
Exxon Mobil
XOM
+$1.05M
5
PYPL icon
PayPal
PYPL
+$987K

Top Sells

1
+$1.34M
2
+$1.25M
3
+$1.18M
4
PG icon
Procter & Gamble
PG
+$1.14M
5
RVTY icon
Revvity
RVTY
+$1.1M

Sector Composition

1 Technology 29.01%
2 Financials 12.89%
3 Communication Services 11.16%
4 Consumer Discretionary 11.03%
5 Healthcare 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GXO icon
476
GXO Logistics
GXO
$5.81B
$3.7K ﹤0.01%
70
PAWZ icon
477
ProShares Pet Care ETF
PAWZ
$49.8M
$3.64K ﹤0.01%
+65
CTVA icon
478
Corteva
CTVA
$45.7B
$3.25K ﹤0.01%
+48
LUV icon
479
Southwest Airlines
LUV
$18.1B
$3.19K ﹤0.01%
100
-100
CPB icon
480
Campbell Soup
CPB
$8.98B
$3.16K ﹤0.01%
+100
ICLN icon
481
iShares Global Clean Energy ETF
ICLN
$1.92B
$3.1K ﹤0.01%
200
A icon
482
Agilent Technologies
A
$43.4B
$3.08K ﹤0.01%
24
IRDM icon
483
Iridium Communications
IRDM
$1.71B
$2.79K ﹤0.01%
160
DXCM icon
484
DexCom
DXCM
$24.4B
$2.69K ﹤0.01%
40
HACK icon
485
Amplify Cybersecurity ETF
HACK
$2.18B
$2.69K ﹤0.01%
31
RIO icon
486
Rio Tinto
RIO
$119B
$2.64K ﹤0.01%
40
BEP icon
487
Brookfield Renewable
BEP
$8.03B
$2.58K ﹤0.01%
100
PRIV
488
SPDR SSGA IG Public & Private Credit ETF
PRIV
$106M
$2.55K ﹤0.01%
100
HRI icon
489
Herc Holdings
HRI
$4.46B
$2.54K ﹤0.01%
600
-841
NOG icon
490
Northern Oil and Gas
NOG
$2.23B
$2.48K ﹤0.01%
100
-1,386
TT icon
491
Trane Technologies
TT
$92.1B
$2.48K ﹤0.01%
30
GSK icon
492
GSK
GSK
$96.6B
$2.42K ﹤0.01%
56
SONY icon
493
Sony
SONY
$171B
$2.3K ﹤0.01%
80
SRVR icon
494
Pacer Data & Infrastructure Real Estate ETF
SRVR
$391M
$2.06K ﹤0.01%
65
LIT icon
495
Global X Lithium & Battery Tech ETF
LIT
$1.42B
$1.99K ﹤0.01%
35
BSX icon
496
Boston Scientific
BSX
$150B
$1.95K ﹤0.01%
+20
ELVA
497
Electrovaya
ELVA
$206M
$1.77K ﹤0.01%
300
-200
DHI icon
498
D.R. Horton
DHI
$46.1B
$1.7K ﹤0.01%
10
MANU icon
499
Manchester United
MANU
$2.74B
$1.51K ﹤0.01%
100
CVLT icon
500
Commault Systems
CVLT
$5.42B
$1.51K ﹤0.01%
8
18 19
20
21 22