BAM
Berkshire Asset Management Portfolio holdings
AUM
$2.21B
1-Year Return
14.14%
This Quarter Return
+5.78%
1 Year Return
+14.14%
3 Year Return
+45.18%
5 Year Return
+99.1%
10 Year Return
+193.69%
AUM
$1.04B
AUM Growth
-$51M
(-4.7%)
Cap. Flow
-$98.5M
Cap. Flow
% of AUM
-9.51%
Top 10 Holdings %
Top 10 Hldgs %
30.91%
Holding
175
New
8
Increased
37
Reduced
96
Closed
9
Top Buys
| 1 |
Bank of America
BAC
|
$13M |
| 2 |
Intel
INTC
|
$7.73M |
| 3 |
Leggett & Platt
LEG
|
$4M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$1.53M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$334K |
Top Sells
| 1 |
Microsoft
MSFT
|
$15M |
| 2 |
Southwest Airlines
LUV
|
$12.5M |
| 3 |
Wells Fargo
WFC
|
$8.9M |
| 4 |
Schwab International Equity ETF
SCHF
|
$8.84M |
| 5 |
Lockheed Martin
LMT
|
$3.53M |
Sector Composition
| 1 | Healthcare | 19.86% |
| 2 | Technology | 16.5% |
| 3 | Financials | 13.56% |
| 4 | Consumer Staples | 12.76% |
| 5 | Industrials | 11.89% |
