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
$1.62B
AUM Growth
+$59.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$27.3M
3
+$4.58M
4
HD icon
Home Depot
HD
+$2.43M
5
AVGO icon
Broadcom
AVGO
+$1.86M

Top Sells

1
+$18.9M
2
+$16.3M
3
+$2.42M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.35M
5
NUE icon
Nucor
NUE
+$646K

Sector Composition

1 Healthcare 16.09%
2 Technology 15.12%
3 Financials 13.47%
4 Industrials 12.74%
5 Consumer Staples 11.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$431K 0.03%
34,579
152
$418K 0.03%
+624
153
$418K 0.03%
+3,645
154
$413K 0.03%
+7,178
155
$409K 0.03%
11,355
+19
156
$404K 0.03%
+1,979
157
$400K 0.02%
+1,749
158
$399K 0.02%
+7,622
159
$397K 0.02%
2,576
160
$394K 0.02%
1,049
+29
161
$391K 0.02%
+6,915
162
$390K 0.02%
+6,483
163
$390K 0.02%
+4,978
164
$384K 0.02%
+4,125
165
$375K 0.02%
+1,055
166
$371K 0.02%
+4,219
167
$362K 0.02%
3,978
168
$348K 0.02%
+10,212
169
$348K 0.02%
+2,490
170
$342K 0.02%
+857
171
$335K 0.02%
9,037
+2,524
172
$332K 0.02%
+3,516
173
$330K 0.02%
+3,963
174
$329K 0.02%
3,101
175
$326K 0.02%
+1,437
5 6
7
8 9