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
$1.64B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$1.69M
3 +$1.28M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.2M
5
CZR icon
Caesars Entertainment
CZR
+$935K

Top Sells

1 +$1.91M
2 +$882K
3 +$852K
4
JPM icon
JPMorgan Chase
JPM
+$840K
5
UNH icon
UnitedHealth
UNH
+$812K

Sector Composition

1 Healthcare 17.69%
2 Technology 17.6%
3 Financials 16.79%
4 Industrials 11.16%
5 Consumer Staples 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-32,394
252
-6,409
253
-7,193