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
$1.69B
AUM Growth
+$66.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$8.4M
3 +$3.18M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.36M
5
DE icon
Deere & Co
DE
+$1.35M

Top Sells

1 +$11.8M
2 +$8.06M
3 +$7.84M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.32M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.1M

Sector Composition

1 Technology 16.19%
2 Healthcare 15.31%
3 Financials 13.14%
4 Industrials 13.02%
5 Consumer Staples 11.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$342K 0.02%
1,029
+118
177
$341K 0.02%
3,101
178
$331K 0.02%
868
-187
179
$330K 0.02%
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180
$328K 0.02%
3,925
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181
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$326K 0.02%
3,732
-231
183
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184
$324K 0.02%
1,883
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185
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186
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2,757
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187
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188
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6,461
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189
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190
$312K 0.02%
4,676
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191
$309K 0.02%
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192
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194
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4,031
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195
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1,408
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15,896
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197
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5,124
198
$294K 0.02%
9,689
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199
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551
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200
$292K 0.02%
8,279
-255