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
126
$408K 0.06%
+3,569
127
$396K 0.06%
+10,978
128
$394K 0.06%
13,504
129
$392K 0.06%
+2,370
130
$388K 0.06%
19,352
+602
131
$383K 0.06%
21,781
132
$378K 0.06%
+16,132
133
$377K 0.06%
+64,200
134
$370K 0.06%
3,250
135
$368K 0.06%
8,198
136
$362K 0.06%
4,595
137
$358K 0.05%
8,362
+150
138
$346K 0.05%
8,260
139
$327K 0.05%
8,460
-2,180
140
$325K 0.05%
9,158
+3,491
141
$318K 0.05%
+7,027
142
$311K 0.05%
3,923
+185
143
$306K 0.05%
+2,137
144
$287K 0.04%
3,344
-543
145
$285K 0.04%
+7,345
146
$283K 0.04%
5,093
147
$281K 0.04%
11,521
+3,568
148
$279K 0.04%
1,775
149
$278K 0.04%
2,140
150
$277K 0.04%
+4,340
4 5
6
7 8