BAM

Berkshire Asset Management Portfolio holdings

AUM $2.09B
This Quarter Return
+1.47%
1 Year Return
+7.21%
3 Year Return
+23.77%
5 Year Return
+116.1%
10 Year Return
+177.12%
AUM
$2.09B
AUM Growth
-$26.4M
Cap. Flow
+$60.5M
Cap. Flow %
2.9%
Top 10 Hldgs %
28.75%
Holding
301
New
22
Increased
85
Reduced
113
Closed
19

Top Buys

1
$33.4M
2
$27.1M
3
$26.2M
4
$12.7M
5
$9.75M

Sector Composition

1Financials17.04%
2Technology15.83%
3Industrials14.7%
4Healthcare10.22%
5Consumer Staples10%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-12,714
Closed
-$4.83K