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
$1.35B
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$7.59M
3 +$940K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$887K
5
CZR
Caesars Entertainment Corporation
CZR
+$875K

Top Sells

1 +$14.4M
2 +$4.38M
3 +$4.32M
4
AAPL icon
Apple
AAPL
+$3.3M
5
MSFT icon
Microsoft
MSFT
+$2.95M

Sector Composition

1 Healthcare 18.17%
2 Financials 17.26%
3 Technology 15.67%
4 Industrials 11.49%
5 Consumer Staples 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$345K 0.03%
960
-482
177
$345K 0.03%
5,300
178
$344K 0.03%
5,199
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179
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182
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187
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198
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