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
$337M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Sells

1 +$28.5M
2 +$26M
3 +$12.1M
4
IYR icon
iShares US Real Estate ETF
IYR
+$7.83M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$6.58M

Sector Composition

1 Energy 0.24%
2 Materials 0.16%
3 Communication Services 0.12%
4 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-14,502
27
-5,619
28
-40,363
29
-19,671