BAM

Berkshire Asset Management Portfolio holdings

AUM $2.21B
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
-$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1 +$3.61M
2 +$1.91M
3 +$1.91M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.67M
5
AAPL icon
Apple
AAPL
+$1.49M

Sector Composition

1 Healthcare 18.63%
2 Financials 16.92%
3 Technology 16.86%
4 Industrials 12.08%
5 Consumer Staples 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-4,000
227
-7,543
228
-9,780
229
-3,787
230
-1,137
231
-1,775
232
-70,772
233
-182,088
234
-10,464
235
-148,072
236
-163,620
237
-8,024
238
-5,187
239
-4,059
240
-72,857
241
-931
242
-2,044
243
-14,812
244
-10,850
245
-11,451
246
-6,005
247
-4,222
248
-52,082