BMM

Berkshire Money Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$328M
AUM Growth
+$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$21M
3
+$21M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$18.7M
5
IYR icon
iShares US Real Estate ETF
IYR
+$15.3M

Top Sells

1
+$35.2M
2
+$27.5M
3
+$20.6M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$16.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.5M

Sector Composition

1 Energy 0.22%
2 Materials 0.11%
3 Communication Services 0.1%
4 Consumer Staples 0.07%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-3,900
1
2