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
$1.59B
AUM Growth
-$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1 +$3.61M
2 +$1.91M
3 +$1.91M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.67M
5
AAPL icon
Apple
AAPL
+$1.49M

Sector Composition

1 Healthcare 18.63%
2 Financials 16.92%
3 Technology 16.86%
4 Industrials 12.08%
5 Consumer Staples 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$592K 0.04%
2,559
+23
127
$591K 0.04%
2,658
+201
128
$562K 0.04%
1,183
+389
129
$558K 0.04%
7,297
-5,742
130
$544K 0.03%
14,496
-2,000
131
$536K 0.03%
5,821
132
$532K 0.03%
7,306
133
$528K 0.03%
21,608
134
$523K 0.03%
+4,822
135
$519K 0.03%
6,668
136
$518K 0.03%
3,794
-5
137
$514K 0.03%
182,141
138
$496K 0.03%
8,743
+3,000
139
$470K 0.03%
2,847
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140
$457K 0.03%
9,970
141
$456K 0.03%
5,405
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142
$451K 0.03%
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143
$448K 0.03%
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144
$436K 0.03%
2,687
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145
$431K 0.03%
1,037
+18
146
$420K 0.03%
3,919
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147
$417K 0.03%
3,998
-45
148
$410K 0.03%
5,239
-1,609
149
$407K 0.03%
+7,403
150
$402K 0.03%
8,865