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
$1.75B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$9.47M
2 +$3.49M
3 +$2.34M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.85M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.76M

Top Sells

1 +$1.84M
2 +$1.37M
3 +$1.04M
4
VTRS icon
Viatris
VTRS
+$967K
5
MSFT icon
Microsoft
MSFT
+$855K

Sector Composition

1 Technology 16.39%
2 Financials 14.57%
3 Healthcare 14.08%
4 Industrials 12.75%
5 Consumer Staples 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$157K 0.01%
15,054
227
-10,600
228
-3,040
229
-2,000