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
$403M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$8.68M
2 +$1.37M
3 +$512K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$431K
5
META icon
Meta Platforms (Facebook)
META
+$383K

Top Sells

1 +$2.27M
2 +$1.88M
3 +$1.4M
4
MSFT icon
Microsoft
MSFT
+$1.37M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.24M

Sector Composition

1 Technology 16.83%
2 Financials 9.01%
3 Healthcare 7.31%
4 Consumer Discretionary 5.94%
5 Industrials 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,090