BMM

Berkshire Money Management Portfolio holdings

AUM $972M
1-Year Est. Return 11.58%
This Quarter Est. Return
1 Year Est. Return
+11.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$328M
AUM Growth
+$46.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$7.67M
2 +$716K
3 +$644K
4
AAPL icon
Apple
AAPL
+$301K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$284K

Top Sells

1 +$8.53M
2 +$1.63M
3 +$1.16M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.01M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$525K

Sector Composition

1 Energy 0.23%
2 Materials 0.17%
3 Communication Services 0.11%
4 Technology 0.09%
5 Consumer Staples 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$15K ﹤0.01%
12
27
-407,927
28
-215