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
$147M
AUM Growth
+$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.24M
3
+$1.21M
4
DE icon
Deere & Co
DE
+$1.18M
5
PYPL icon
PayPal
PYPL
+$1.1M

Top Sells

1
+$627K
2
+$502K
3
+$239K
4
AAPL icon
Apple
AAPL
+$234K
5
FCX icon
Freeport-McMoran
FCX
+$195K

Sector Composition

1 Technology 25.82%
2 Financials 13.4%
3 Consumer Discretionary 11.84%
4 Healthcare 11.43%
5 Communication Services 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-6
552
– –
-3,700
553
– –
-2,100
554
– –
-1,900
555
– –
-100
556
– –
-230
557
– –
-100
558
$0 ﹤0.01%
+4,167
559
– –
-360
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