BAM
Berkshire Asset Management Portfolio holdings
AUM
$2.21B
This Quarter Return
+3.05%
1 Year Return
+14.14%
3 Year Return
+45.18%
5 Year Return
+99.1%
10 Year Return
+193.69%
AUM
$361M
AUM Growth
–
Cap. Flow
+$361M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.04%
Holding
120
New
120
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$14.1M |
| 2 |
W.P. Carey
WPC
|
$13.5M |
| 3 |
Johnson & Johnson
JNJ
|
$12.2M |
| 4 |
Pfizer
PFE
|
$11.9M |
| 5 |
Leggett & Platt
LEG
|
$11.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 18.41% |
| 2 | Healthcare | 13.86% |
| 3 | Technology | 12.86% |
| 4 | Consumer Staples | 12.46% |
| 5 | Industrials | 11.27% |
