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
$140M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$417K
3
+$340K
4
ADP icon
Automatic Data Processing
ADP
+$295K
5
BAC icon
Bank of America
BAC
+$289K

Top Sells

1
+$760K
2
+$547K
3
+$504K
4
GE icon
GE Aerospace
GE
+$374K
5
MLM icon
Martin Marietta Materials
MLM
+$356K

Sector Composition

1 Technology 18.85%
2 Healthcare 13.4%
3 Financials 9.55%
4 Consumer Discretionary 7.77%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
+47
477
$2K ﹤0.01%
+240
478
$2K ﹤0.01%
20
-1,285
479
$2K ﹤0.01%
+56
480
$2K ﹤0.01%
+52
481
$2K ﹤0.01%
+55
482
$2K ﹤0.01%
+74
483
$2K ﹤0.01%
+18
484
$2K ﹤0.01%
100
-81
485
$2K ﹤0.01%
30
486
$2K ﹤0.01%
+45
487
$2K ﹤0.01%
35
488
$2K ﹤0.01%
+12
489
$2K ﹤0.01%
225
490
$2K ﹤0.01%
+125
491
$2K ﹤0.01%
50
-30
492
$2K ﹤0.01%
60
493
$2K ﹤0.01%
+30
494
$2K ﹤0.01%
+150
495
$2K ﹤0.01%
+38
496
$2K ﹤0.01%
300
497
$2K ﹤0.01%
200
498
$2K ﹤0.01%
+300
499
$2K ﹤0.01%
10
500
$2K ﹤0.01%
+37
18 19
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