BMM
Berkshire Money Management Portfolio holdings
AUM $891M
AUM
$891M
AUM Growth
-$28.6M (-3%)
Cap. Flow
+$8.68M
Cap. Flow % of AUM
0.97%
Top 10 Holdings %Top 10 Hldgs %
75.83%
Holding
103
New
17
Increased
19
Reduced
39
Closed
1
Top Buys
| 1 | $20.2M | |
| 2 | $7.75M | |
| 3 | $6.4M | |
| 4 | $5.83M | |
| 5 | $2.16M |
Top Sells
| 1 | $14.2M | |
| 2 | $8.16M | |
| 3 | $5.74M | |
| 4 | $4.17M | |
| 5 | $2.27M |
Sector Composition
| 1 | Technology | 1.12% |
| 2 | Consumer Discretionary | 0.32% |
| 3 | Industrials | 0.31% |
| 4 | Communication Services | 0.27% |
| 5 | Financials | 0.26% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.37M | 0.27% | 56,376 | – | – | |||
| $1.82M | 0.2% | 9,555 +188 | +2% | +$35.8K | |||
| $1.77M | 0.2% | 44,137 | – | – | |||
| $1.63M | 0.18% | 15,065 -4,435 | -23% | -$481K | |||
| $1.63M | 0.18% | 13,728 -256 | -2% | -$30.4K | |||
| $1.59M | 0.18% | 36,752 -3,074 | -8% | -$133K | |||
| $1.52M | 0.17% | 6,200 | – | – | |||
| $1.21M | 0.14% | 4,693 -721 | -13% | -$185K | |||
| $1.11M | 0.12% | 26,717 | – | – | |||
| $1.1M | 0.12% | 4,070 -348 | -8% | -$94.2K | |||
| $1.1M | 0.12% | 23,582 +315 | +1% | +$14.7K | |||
| $908K | 0.1% | 21,374 | – | – | |||
| $900K | 0.1% | 6,161 -544 | -8% | -$79.4K | |||
| $848K | 0.1% | 1,592 +36 | +2% | +$19.2K | |||
| $782K | 0.09% | 21,123 | – | – | |||
| $748K | 0.08% | 1,401 -4 | -0.3% | -$2.13K | |||
| $745K | 0.08% | 1,293 +12 | +0.9% | +$6.92K | |||
| $743K | 0.08% | 785 +158 | +25% | +$149K | |||
| $742K | 0.08% | 19,425 | – | – | |||
| $717K | 0.08% | 4,637 +101 | +2% | +$15.6K | |||
| $621K | 0.07% | 4,687 -147 | -3% | -$19.5K | |||
| $564K | 0.06% | 28,942 | – | – | |||
| $559K | 0.06% | 12,055 | – | – | |||
| $530K | 0.06% | 12,687 | – | – | |||
| $519K | 0.06% | 1,481 +104 | +8% | +$36.4K |
