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
176
$326K 0.02%
25,847
+1,611
177
$325K 0.02%
+3,806
178
$324K 0.02%
+8,534
179
$323K 0.02%
+2,080
180
$321K 0.02%
+5,821
181
$317K 0.02%
3,822
-1,000
182
$312K 0.02%
+3,911
183
$311K 0.02%
+1,871
184
$307K 0.02%
2,912
185
$307K 0.02%
+6,704
186
$305K 0.02%
+4,098
187
$297K 0.02%
+909
188
$297K 0.02%
+5,233
189
$297K 0.02%
+4,615
190
$295K 0.02%
+10,938
191
$294K 0.02%
+4,521
192
$294K 0.02%
+1,602
193
$282K 0.02%
4,478
-210
194
$280K 0.02%
+1,251
195
$279K 0.02%
+911
196
$277K 0.02%
+602
197
$275K 0.02%
4,055
198
$272K 0.02%
+9,069
199
$270K 0.02%
+1,491
200
$268K 0.02%
+1,450
6 7
8
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