BAM

Byrne Asset Management Portfolio holdings

AUM $181M
1-Year Est. Return 28.05%
This Quarter Est. Return
1 Year Est. Return
+28.05%
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 18.86%
2 Healthcare 13.4%
3 Financials 9.55%
4 Consumer Discretionary 7.77%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
+240
477
$2K ﹤0.01%
20
-1,285
478
$2K ﹤0.01%
+56
479
$2K ﹤0.01%
+52
480
$2K ﹤0.01%
+55
481
$2K ﹤0.01%
+74
482
$2K ﹤0.01%
100
-81
483
$2K ﹤0.01%
30
484
$2K ﹤0.01%
+45
485
$2K ﹤0.01%
35
486
$2K ﹤0.01%
+12
487
$2K ﹤0.01%
225
488
$2K ﹤0.01%
+125
489
$2K ﹤0.01%
50
-30
490
$2K ﹤0.01%
60
491
$2K ﹤0.01%
+30
492
$2K ﹤0.01%
+150
493
$2K ﹤0.01%
+38
494
$2K ﹤0.01%
300
495
$2K ﹤0.01%
200
496
$2K ﹤0.01%
+300
497
$2K ﹤0.01%
10
498
$2K ﹤0.01%
+37
499
$2K ﹤0.01%
70
500
$2K ﹤0.01%
+188
18 19
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