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
$1.64B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$1.69M
3 +$1.28M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.2M
5
CZR icon
Caesars Entertainment
CZR
+$935K

Top Sells

1 +$1.91M
2 +$882K
3 +$852K
4
JPM icon
JPMorgan Chase
JPM
+$840K
5
UNH icon
UnitedHealth
UNH
+$812K

Sector Composition

1 Healthcare 17.69%
2 Technology 17.6%
3 Financials 16.79%
4 Industrials 11.16%
5 Consumer Staples 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$302K 0.02%
873
-57
202
$300K 0.02%
4,098
203
$290K 0.02%
+770
204
$286K 0.02%
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205
$283K 0.02%
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206
$282K 0.02%
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207
$281K 0.02%
9,239
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208
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3,546
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209
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210
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211
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212
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213
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214
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215
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1,550
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216
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217
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218
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219
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5,523
220
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221
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222
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1,693
223
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224
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931
225
$224K 0.01%
6,005
-586