BAM

Byrne Asset Management Portfolio holdings

AUM $151M
1-Year Est. Return 21.91%
This Quarter Est. Return
1 Year Est. Return
+21.91%
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
1
$7.34M 4.76%
+21,831
2
$7.14M 4.62%
+40,202
3
$5.19M 3.36%
+104,825
4
$5.09M 3.3%
+30,560
5
$4.63M 3%
+32,000
6
$3.64M 2.36%
+21,286
7
$2.94M 1.9%
+113,376
8
$2.88M 1.87%
+114,186
9
$2.86M 1.85%
+35,210
10
$2.73M 1.77%
+268,590
11
$2.72M 1.76%
+202,322
12
$2.71M 1.76%
+36,397
13
$2.39M 1.55%
+40,528
14
$2.35M 1.52%
+10,845
15
$2.33M 1.51%
+22,605
16
$2.28M 1.48%
+6,789
17
$2.23M 1.45%
+41,475
18
$2.22M 1.44%
+43,825
19
$2.22M 1.44%
+80,050
20
$2.19M 1.42%
+5,267
21
$2.05M 1.33%
+12,946
22
$1.9M 1.23%
+6,724
23
$1.83M 1.18%
+7,408
24
$1.81M 1.18%
+12,893
25
$1.8M 1.16%
+3,167
1
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