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
$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
1
$9.14M 6.23%
21,243
-156
2
$7.49M 5.1%
32,148
-1,006
3
$5.66M 3.85%
34,096
-319
4
$5.21M 3.55%
27,961
-196
5
$3.32M 2.26%
27,332
+524
6
$3.12M 2.12%
23,866
-670
7
$3.05M 2.08%
18,841
+14
8
$2.93M 2%
5,123
-235
9
$2.56M 1.75%
15,578
-370
10
$2.55M 1.74%
12,106
-135
11
$2.45M 1.67%
8,920
-17
12
$2.42M 1.65%
15,634
-1,000
13
$2.09M 1.42%
17,234
+804
14
$2.08M 1.42%
11,051
-530
15
$1.97M 1.34%
4,860
-21
16
$1.93M 1.32%
4,200
-80
17
$1.92M 1.31%
11,724
-469
18
$1.92M 1.31%
2,018
-23
19
$1.87M 1.27%
8,462
-166
20
$1.77M 1.21%
8,783
-156
21
$1.76M 1.2%
18,311
-198
22
$1.63M 1.11%
4,169
-50
23
$1.54M 1.05%
175,000
-27,100
24
$1.52M 1.04%
16,208
-216
25
$1.5M 1.02%
9,814
-97
1
2 3 4 5