We are live on ! Find out more
BAM

Byrne Asset Management Portfolio holdings

AUM $171M
1-Year Est. Return 28.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
-$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.14M
3
+$899K
4
LULU icon
lululemon athletica
LULU
+$833K
5
NRG icon
NRG Energy
NRG
+$833K

Top Sells

1
+$1.57M
2
+$1.1M
3
+$1.08M
4
PYPL icon
PayPal
PYPL
+$1.01M
5
BDX icon
Becton Dickinson
BDX
+$863K

Sector Composition

1 Technology 26.98%
2 Financials 12.56%
3 Consumer Discretionary 11.64%
4 Healthcare 11.37%
5 Communication Services 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-28
527
– –
-733
528
– –
-56
529
– –
-88
530
– –
-2,100
531
– –
-18,500
532
– –
-6,600
533
– –
-1,300
534
– –
-25
535
– –
-250
536
– –
-250
537
– –
-17
538
– –
-450
539
– –
-520
540
– –
-145
541
– –
-4
542
– –
-50
543
– –
-36
544
– –
-386
545
– –
-440
546
– –
-4,167
547
– –
-500
18 19 20 21
22