BAM

Berkshire Asset Management Portfolio holdings

AUM $2.28B
1-Year Est. Return 17.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$2.44M
3
+$1.87M
4
PARA
Paramount Global Class B
PARA
+$1.8M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.58M

Top Sells

1
+$11.5M
2
+$8.32M
3
+$5M
4
JPM icon
JPMorgan Chase
JPM
+$4.61M
5
VIAB
Viacom Inc. Class B
VIAB
+$3.52M

Sector Composition

1 Healthcare 18.02%
2 Financials 17.35%
3 Technology 12.45%
4 Consumer Staples 11.11%
5 Industrials 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
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