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
$1.62B
AUM Growth
+$59.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$27.3M
3
+$4.58M
4
HD icon
Home Depot
HD
+$2.43M
5
AVGO icon
Broadcom
AVGO
+$1.86M

Top Sells

1
+$18.9M
2
+$16.3M
3
+$2.42M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.35M
5
NUE icon
Nucor
NUE
+$646K

Sector Composition

1 Healthcare 16.09%
2 Technology 15.12%
3 Financials 13.47%
4 Industrials 12.74%
5 Consumer Staples 11.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.21M 0.14%
90,684
-13,965
77
$2.12M 0.13%
27,480
-206
78
$2.11M 0.13%
24,070
-207
79
$2.09M 0.13%
20,101
+831
80
$2.07M 0.13%
21,182
-61
81
$2.06M 0.13%
22,134
-696
82
$2.05M 0.13%
19,774
+729
83
$2.05M 0.13%
11,000
-54
84
$1.88M 0.12%
24,626
-6,906
85
$1.86M 0.12%
+29,010
86
$1.82M 0.11%
47,971
+8,351
87
$1.76M 0.11%
18,135
-1,988
88
$1.73M 0.11%
82,366
+204
89
$1.68M 0.1%
+60,500
90
$1.66M 0.1%
23,250
91
$1.64M 0.1%
+5,704
92
$1.55M 0.1%
+6,369
93
$1.55M 0.1%
50,000
94
$1.52M 0.09%
+4,813
95
$1.46M 0.09%
+8,876
96
$1.41M 0.09%
31,650
-4,141
97
$1.37M 0.08%
+4,001
98
$1.36M 0.08%
27,265
+2,365
99
$1.36M 0.08%
+6,044
100
$1.3M 0.08%
11,302
-61
2 3
4
5 6