BAM

Berkshire Asset Management Portfolio holdings

AUM $2.28B
1-Year Est. Return 17.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Sells

1 +$16.2M
2 +$13.8M
3 +$9.78M
4
CSCO icon
Cisco
CSCO
+$5.06M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.73M

Sector Composition

1 Financials 16.98%
2 Healthcare 16.44%
3 Technology 12.19%
4 Consumer Staples 11.73%
5 Industrials 11.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-7,481
227
-2,219