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
$326M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$8.16M
2 +$7.96M
3 +$3.51M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$562K
5
SHW icon
Sherwin-Williams
SHW
+$540K

Sector Composition

1 Energy 0.24%
2 Communication Services 0.12%
3 Consumer Staples 0.07%
4 Materials 0.02%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-5,514