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
$657M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$2.03M
3
+$1.99M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.79M
5
MSFT icon
Microsoft
MSFT
+$1.33M

Top Sells

1
+$11.6M
2
+$5.44M
3
+$3.27M
4
EMR icon
Emerson Electric
EMR
+$2.3M
5
AMGN icon
Amgen
AMGN
+$1.82M

Sector Composition

1 Financials 16.28%
2 Consumer Staples 16.05%
3 Healthcare 15.33%
4 Industrials 12.02%
5 Technology 11.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.51M 0.53%
50,885
+1,764
52
$3.5M 0.53%
107,526
+67,734
53
$3.2M 0.49%
16,629
54
$3.15M 0.48%
30,478
-1,690
55
$3.08M 0.47%
106,110
-3,690
56
$3.05M 0.46%
74,489
+49,711
57
$3.01M 0.46%
29,608
-419
58
$2.67M 0.41%
18,413
+2,656
59
$2.62M 0.4%
63,696
-3,529
60
$2.48M 0.38%
65,307
+444
61
$2.47M 0.38%
24,640
-629
62
$2.26M 0.34%
65,180
+51,800
63
$2.16M 0.33%
28,212
-6,112
64
$2.12M 0.32%
18,445
-950
65
$2.12M 0.32%
159,785
-12,927
66
$2.08M 0.32%
44,501
+8,079
67
$2.04M 0.31%
16,016
-301
68
$1.99M 0.3%
+49,375
69
$1.99M 0.3%
39,112
-1,537
70
$1.98M 0.3%
45,320
-11,837
71
$1.71M 0.26%
71,692
+14,476
72
$1.66M 0.25%
15,830
-221
73
$1.51M 0.23%
10,701
+4,338
74
$1.48M 0.22%
87,372
-49,476
75
$1.47M 0.22%
27,325
+21,673
1 2
3
4 5