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
51
$943K 0.64%
+10,168
52
$914K 0.62%
+3,586
53
$890K 0.61%
1,803
-15
54
$883K 0.6%
30,500
-2,165
55
$879K 0.6%
5,059
+120
56
$863K 0.59%
39,208
-2,146
57
$847K 0.58%
3,203
-163
58
$838K 0.57%
+4,920
59
$815K 0.56%
+3,380
60
$801K 0.55%
23,667
-1,125
61
$791K 0.54%
+5,803
62
$753K 0.51%
91,250
+35,710
63
$735K 0.5%
7,007
-200
64
$728K 0.5%
2,683
+192
65
$702K 0.48%
5,025
+43
66
$680K 0.46%
+21,388
67
$609K 0.41%
+4,004
68
$577K 0.39%
+693
69
$519K 0.35%
+4,360
70
$481K 0.33%
+7,400
71
$476K 0.32%
+2,108
72
$467K 0.32%
1,534
-146
73
$460K 0.31%
787
-23
74
$443K 0.3%
+2,005
75
$436K 0.3%
+2,210
1 2
3
4 5