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
$154M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$7.34M
2
+$7.14M
3
+$5.19M
4
AMZN icon
Amazon
AMZN
+$5.09M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.63M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.33%
2 Healthcare 14.02%
3 Financials 10.01%
4 Consumer Discretionary 9.17%
5 Communication Services 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$908K 0.59%
+2,061
52
$897K 0.58%
+12,352
53
$884K 0.57%
+6,616
54
$856K 0.55%
+28,485
55
$841K 0.54%
+5,045
56
$841K 0.54%
+5,040
57
$832K 0.54%
+5,526
58
$827K 0.54%
+13,100
59
$825K 0.53%
+6,857
60
$820K 0.53%
+35,800
61
$759K 0.49%
+1,137
62
$740K 0.48%
+12,574
63
$710K 0.46%
+38,211
64
$704K 0.46%
+18,905
65
$702K 0.45%
+3,488
66
$699K 0.45%
+4,271
67
$687K 0.45%
+2,444
68
$679K 0.44%
+2,933
69
$634K 0.41%
+8,765
70
$604K 0.39%
+11,627
71
$576K 0.37%
+26,467
72
$570K 0.37%
+3,023
73
$565K 0.37%
+2,522
74
$561K 0.36%
+4,338
75
$535K 0.35%
+1,065
1 2
3
4 5