BAM

Berkshire Asset Management Portfolio holdings

AUM $2.35B
1-Year Est. Return 15.13%
This Quarter Est. Return
1 Year Est. Return
+15.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1 +$2.1M
2 +$1.86M
3 +$843K
4
CVX icon
Chevron
CVX
+$817K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$558K

Top Sells

1 +$6.98M
2 +$1.62M
3 +$793K
4
AOS icon
A.O. Smith
AOS
+$773K
5
MSFT icon
Microsoft
MSFT
+$727K

Sector Composition

1 Financials 17.68%
2 Technology 16.99%
3 Industrials 14.73%
4 Healthcare 9.56%
5 Consumer Staples 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AIG icon
251
American International
AIG
$42.3B
$247K 0.01%
2,891
+24
ISRG icon
252
Intuitive Surgical
ISRG
$200B
$246K 0.01%
453
IWO icon
253
iShares Russell 2000 Growth ETF
IWO
$12.6B
$244K 0.01%
855
COIN icon
254
Coinbase
COIN
$76.3B
$242K 0.01%
+691
SHEL icon
255
Shell
SHEL
$218B
$238K 0.01%
3,383
+44
CVS icon
256
CVS Health
CVS
$101B
$237K 0.01%
3,442
-31
AFL icon
257
Aflac
AFL
$60.3B
$235K 0.01%
2,226
+226
USB icon
258
US Bancorp
USB
$73.5B
$235K 0.01%
5,185
HUBS icon
259
HubSpot
HUBS
$20.5B
$234K 0.01%
421
-12
CI icon
260
Cigna
CI
$72.4B
$233K 0.01%
706
BRO icon
261
Brown & Brown
BRO
$27.3B
$232K 0.01%
2,095
WPM icon
262
Wheaton Precious Metals
WPM
$48B
$225K 0.01%
2,500
-7,530
HACK icon
263
Amplify Cybersecurity ETF
HACK
$2.31B
$222K 0.01%
+2,568
VTI icon
264
Vanguard Total Stock Market ETF
VTI
$547B
$221K 0.01%
728
-17
LQD icon
265
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.8B
$220K 0.01%
2,005
IWR icon
266
iShares Russell Mid-Cap ETF
IWR
$44.1B
$218K 0.01%
2,373
PSX icon
267
Phillips 66
PSX
$56.2B
$218K 0.01%
+1,826
FCX icon
268
Freeport-McMoran
FCX
$58.2B
$214K 0.01%
+4,934
DON icon
269
WisdomTree US MidCap Dividend Fund
DON
$3.69B
$213K 0.01%
4,257
FLJP icon
270
Franklin FTSE Japan ETF
FLJP
$2.43B
$212K 0.01%
6,586
CHKP icon
271
Check Point Software Technologies
CHKP
$21.3B
$211K 0.01%
954
-9
WSO icon
272
Watsco Inc
WSO
$14.1B
$208K 0.01%
472
MCK icon
273
McKesson
MCK
$104B
$206K 0.01%
+281
CTRA icon
274
Coterra Energy
CTRA
$19.7B
$206K 0.01%
+8,108
TSLA icon
275
Tesla
TSLA
$1.34T
$202K 0.01%
+635