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
$131M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.78M
3
+$1.73M
4
BX icon
Blackstone
BX
+$1.33M
5
GEHC icon
GE HealthCare
GEHC
+$1.27M

Top Sells

1
+$1.39M
2
+$1.34M
3
+$1.31M
4
ATVI
Activision Blizzard
ATVI
+$1.24M
5
PG icon
Procter & Gamble
PG
+$1.04M

Sector Composition

1 Technology 24.11%
2 Healthcare 13.76%
3 Financials 12.72%
4 Consumer Discretionary 11.66%
5 Communication Services 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$66.1K 0.05%
+500
177
$65.1K 0.05%
236
-10
178
$65.1K 0.05%
360
+175
179
$63.7K 0.05%
500
-250
180
$62.6K 0.05%
13,400
+3,600
181
$60.6K 0.05%
399
+314
182
– –
-1,020
183
$60.4K 0.05%
+350
184
$59.5K 0.05%
+1,000
185
$58.8K 0.04%
372
+57
186
$58.2K 0.04%
2,830
+810
187
$57.3K 0.04%
+827
188
$56.1K 0.04%
1,140
-20
189
$55.2K 0.04%
900
190
$53.3K 0.04%
3,050
-1,370
191
$51.3K 0.04%
1,980
+924
192
$50.9K 0.04%
+12,600
193
$48.1K 0.04%
230
+3
194
$46K 0.04%
+4,750
195
$45.8K 0.03%
153
-47
196
$45.6K 0.03%
490
-50
197
$45.4K 0.03%
1,250
-300
198
$45.3K 0.03%
+160
199
$45.2K 0.03%
190
200
$44K 0.03%
1,995
-1,235
6 7
8
9 10