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
101
$1.27M 0.08%
10,521
102
$1.25M 0.08%
43,363
-135
103
$1.22M 0.08%
23,260
-382
104
$1.18M 0.07%
64,783
+33
105
$1.18M 0.07%
+6,097
106
$1.16M 0.07%
8,490
107
$1.11M 0.07%
25,100
108
$1.11M 0.07%
420,625
109
$1.09M 0.07%
+27,124
110
$1.08M 0.07%
+5,166
111
$1.06M 0.07%
7,868
-121,462
112
$1.04M 0.06%
11,876
113
$1.02M 0.06%
8,702
-1,237
114
$982K 0.06%
16,353
-299
115
$962K 0.06%
10,556
116
$952K 0.06%
98,956
-3,447
117
$920K 0.06%
14,637
+191
118
$915K 0.06%
+4,544
119
$832K 0.05%
+5,815
120
$817K 0.05%
+6,234
121
$792K 0.05%
+4,784
122
$776K 0.05%
+3,953
123
$759K 0.05%
7,851
+2,468
124
$733K 0.05%
10,565
125
$731K 0.05%
+3,448
3 4
5
6 7