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
$142M
AUM Growth
-$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$164K
3
+$120K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$103K
5
PYPL icon
PayPal
PYPL
+$81.1K

Top Sells

1
+$3.84M
2
+$1.28M
3
+$1.25M
4
DE icon
Deere & Co
DE
+$1.18M
5
XOM icon
Exxon Mobil
XOM
+$1.14M

Sector Composition

1 Technology 26.42%
2 Financials 14.92%
3 Consumer Discretionary 11.9%
4 Communication Services 10.26%
5 Healthcare 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.97M 6.31%
21,287
+44
2
$7.99M 5.62%
31,903
-245
3
$6.39M 4.5%
33,761
-335
4
$6.04M 4.25%
27,518
-443
5
$3.79M 2.67%
28,225
+893
6
$3.31M 2.33%
22,354
-1,512
7
$2.96M 2.08%
5,054
-69
8
$2.81M 1.98%
11,731
-375
9
$2.78M 1.96%
8,808
-112
10
$2.71M 1.9%
18,725
-116
11
$2M 1.41%
1,951
-67
12
$1.99M 1.4%
17,226
-8
13
$1.97M 1.38%
17,679
-632
14
$1.94M 1.37%
15,410
-224
15
$1.93M 1.35%
15,326
-252
16
$1.9M 1.33%
4,186
-14
17
$1.86M 1.31%
4,790
-70
18
$1.81M 1.28%
8,252
-210
19
$1.81M 1.27%
10,857
-194
20
$1.68M 1.18%
9,755
-59
21
$1.5M 1.06%
4,135
-34
22
$1.49M 1.04%
13,132
-25
23
$1.47M 1.03%
+14,770
24
$1.46M 1.02%
16,120
-630
25
$1.44M 1.02%
8,883
+100
1
2 3 4 5