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
$136M
AUM Growth
-$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$1.13M
3 +$1.12M
4
QCOM icon
Qualcomm
QCOM
+$984K
5
WBD
WIMM-BILL-DANN FGOODS OJSC
WBD
+$804K

Top Sells

1 +$1.32M
2 +$1.24M
3 +$1.24M
4
IQV icon
IQVIA
IQV
+$1.22M
5
GLW icon
Corning
GLW
+$1.08M

Sector Composition

1 Technology 25.21%
2 Financials 14.78%
3 Healthcare 11.31%
4 Consumer Discretionary 10.68%
5 Communication Services 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$3.69K ﹤0.01%
70
477
$3.67K ﹤0.01%
50
478
$3.5K ﹤0.01%
30
479
$3.39K ﹤0.01%
85
480
$3.38K ﹤0.01%
200
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$3.26K ﹤0.01%
225
482
$3.22K ﹤0.01%
190
483
$3.2K ﹤0.01%
113
-65
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$3.2K ﹤0.01%
60
+2
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$3.17K ﹤0.01%
300
486
$3.15K ﹤0.01%
100
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487
$3.04K ﹤0.01%
50
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488
$2.94K ﹤0.01%
+28
489
$2.81K ﹤0.01%
24
490
$2.74K ﹤0.01%
70
491
$2.73K ﹤0.01%
40
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$2.65K ﹤0.01%
1,100
493
$2.5K ﹤0.01%
+100
494
$2.4K ﹤0.01%
40
495
$2.4K ﹤0.01%
30
-16
496
$2.28K ﹤0.01%
200
497
$2.23K ﹤0.01%
31
498
$2.22K ﹤0.01%
6
499
$2.22K ﹤0.01%
100
500
$2.17K ﹤0.01%
56