BAM
Berkshire Asset Management Portfolio holdings
AUM
$2.21B
1-Year Return
14.14%
This Quarter Return
+4.49%
1 Year Return
+14.14%
3 Year Return
+45.18%
5 Year Return
+99.1%
10 Year Return
+193.69%
AUM
$1.48B
AUM Growth
+$132M
(+9.8%)
Cap. Flow
+$78M
Cap. Flow
% of AUM
5.27%
Top 10 Holdings %
Top 10 Hldgs %
31.23%
Holding
247
New
20
Increased
89
Reduced
80
Closed
14
Top Buys
| 1 |
Bank of America
BAC
|
$6.86M |
| 2 |
Apple
AAPL
|
$4.09M |
| 3 |
JPMorgan Chase
JPM
|
$3.92M |
| 4 |
Bristol-Myers Squibb
BMY
|
$3.37M |
| 5 |
Norfolk Southern
NSC
|
$3.35M |
Top Sells
| 1 |
GE Aerospace
GE
|
$1.72M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$1.33M |
| 3 |
Medtronic
MDT
|
$1.09M |
| 4 |
Coca-Cola
KO
|
$910K |
| 5 |
CZR
Caesars Entertainment Corporation
CZR
|
$875K |
Sector Composition
| 1 | Healthcare | 17.97% |
| 2 | Financials | 17.46% |
| 3 | Technology | 15.92% |
| 4 | Industrials | 11.66% |
| 5 | Consumer Staples | 10.42% |
