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
$161M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.15M
3
+$1.04M
4
AIG icon
American International
AIG
+$927K
5
META icon
Meta Platforms (Facebook)
META
+$911K

Top Sells

1
+$1.14M
2
+$1.1M
3
+$457K
4
WM icon
Waste Management
WM
+$455K
5
SIRI icon
SiriusXM
SIRI
+$434K

Sector Composition

1 Technology 19.69%
2 Healthcare 12.8%
3 Financials 9.44%
4 Consumer Discretionary 8.21%
5 Communication Services 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$45K 0.03%
+1,160
202
$44K 0.03%
2,200
203
$44K 0.03%
743
204
$44K 0.03%
1,790
+548
205
$43K 0.03%
6,540
+4,907
206
$42K 0.03%
8,818
+5,370
207
$42K 0.03%
2,806
+717
208
$42K 0.03%
866
-234
209
$41K 0.03%
7,862
+5,684
210
$40K 0.02%
102
211
$40K 0.02%
1,070
-35
212
$39K 0.02%
+8,704
213
$38K 0.02%
2,675
+500
214
$38K 0.02%
193
+106
215
$38K 0.02%
1,203
216
$38K 0.02%
+4,380
217
$38K 0.02%
132
-51
218
$38K 0.02%
960
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219
$37K 0.02%
132
220
$37K 0.02%
100
+40
221
$36K 0.02%
1,807
+760
222
$36K 0.02%
325
223
$36K 0.02%
2,150
224
$36K 0.02%
7,810
+1,314
225
$36K 0.02%
480
-120
7 8
9
10 11