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Kimberly Byrne

@Bill Few Associates, Inc.

Latest period2024 - Q4ReportedManaged Assets$284.457MTotal holdings174
Assets growth rate0.95%Assets growth rate (2-Q avg)4.56%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Bill Few Associates, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 174 positions.

Assets under management

The assets under management (AUM) of Bill Few Associates, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 284.457M in assets, with a quarterly growth rate of 0.95% and a 2-quarter average growth rate of 4.56%. The portfolio is managed by Kimberly Byrne, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JNPRJuniper Networks Inc
Recent Activity
Decreased -84.91%
0.09%
$239,543
6,396 shares@ $37.46 avg price
EMREmerson Elec Co
Recent Activity
Decreased -9.47%
0.09%
$236,706
1,910 shares@ $123.93 avg price
MDLZMondelez Intl Inc
Recent Activity
Decreased -6.26%
0.08%
$214,371
3,589 shares@ $59.74 avg price
CBChubb Limited
Recent Activity
Decreased -1.3%
0.08%
$208,330
754 shares@ $276.3 avg price
EFAIshares Tr
Recent Activity
Decreased -22.37%
0.08%
$208,235
2,754 shares@ $75.62 avg price
DDDupont De Nemours Inc
Recent Activity
Decreased -3.57%
0.08%
$205,684
2,698 shares@ $76.24 avg price