BAM

Berkshire Asset Management Portfolio holdings

AUM $2.28B
1-Year Est. Return 17.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.01B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1 +$13.9M
2 +$6.63M
3 +$4.59M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$4.41M
5
JPM icon
JPMorgan Chase
JPM
+$4.09M

Top Sells

1 +$8.52M
2 +$1.94M
3 +$1.37M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.21M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$989K

Sector Composition

1 Financials 16.6%
2 Technology 16.49%
3 Healthcare 12.98%
4 Industrials 12.89%
5 Consumer Staples 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-3,097
302
-1,941