BAM

Berkshire Asset Management Portfolio holdings

AUM $2.21B
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.89B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$2.11M
3
+$1.65M
4
DE icon
Deere & Co
DE
+$1.6M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.48M

Top Sells

1
+$13.3M
2
+$11.3M
3
+$5.59M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.32M
5
NVDA icon
NVIDIA
NVDA
+$1.33M

Sector Composition

1 Financials 16.13%
2 Technology 15.99%
3 Healthcare 14.26%
4 Industrials 13.01%
5 Consumer Staples 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.56M 0.08%
3,205
+74
102
$1.53M 0.08%
5,712
-166
103
$1.53M 0.08%
23,973
-1,205
104
$1.51M 0.08%
7,288
+898
105
$1.45M 0.08%
64,506
+37
106
$1.43M 0.08%
42,546
+994
107
$1.41M 0.07%
7,395
-15
108
$1.41M 0.07%
5,803
+173
109
$1.38M 0.07%
10,000
110
$1.35M 0.07%
11,000
+2,452
111
$1.35M 0.07%
46,217
-3,222
112
$1.33M 0.07%
8,389
113
$1.31M 0.07%
4,695
-713
114
$1.22M 0.06%
20,000
115
$1.21M 0.06%
4,016
-557
116
$1.19M 0.06%
99,465
-1,065
117
$1.18M 0.06%
25,036
+11
118
$1.16M 0.06%
10,556
119
$1.12M 0.06%
25,728
-2,304
120
$1.11M 0.06%
4,268
-205
121
$1.1M 0.06%
22,960
-190
122
$1.07M 0.06%
2,908
-293
123
$1.06M 0.06%
11,282
-540
124
$1.06M 0.06%
11,587
-1,361
125
$1.05M 0.06%
+10,000
3 4
5
6 7