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
$530M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$3.76M
2 +$2.94M
3 +$2.76M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.75M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.62M

Sector Composition

1 Financials 18.12%
2 Healthcare 13.61%
3 Technology 12.41%
4 Consumer Staples 11.9%
5 Industrials 11.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-9,315