BB

Berkshire Bank Portfolio holdings

AUM $464M
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$52.6M
2 +$22.3M
3 +$20M
4
AAPL icon
Apple
AAPL
+$17.4M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$15.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.1%
2 Healthcare 8.44%
3 Financials 7.59%
4 Consumer Staples 6.23%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$216K 0.06%
+1,080
127
$204K 0.05%
+4,218