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
$410M
AUM Growth
-$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

1 +$1.87M
2 +$485K
3 +$393K
4
PGR icon
Progressive
PGR
+$383K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$301K

Sector Composition

1 Technology 14.15%
2 Financials 9.82%
3 Healthcare 7.68%
4 Communication Services 7.01%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,490