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
$1.56B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.69M
3
+$1.39M
4
T icon
AT&T
T
+$1.37M
5
VZ icon
Verizon
VZ
+$1.12M

Top Sells

1
+$4.79M
2
+$2.3M
3
+$1.45M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.44M
5
APD icon
Air Products & Chemicals
APD
+$1.34M

Sector Composition

1 Healthcare 17.38%
2 Financials 15.23%
3 Technology 13.73%
4 Industrials 13.55%
5 Consumer Staples 11.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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202
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-8,174
204
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-8,706
205
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-5,726
206
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207
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-3,962
208
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-9,486
209
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210
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211
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213
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215
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216
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218
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220
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