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
$429M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$10.4M
3 +$1.69K
4
SHW icon
Sherwin-Williams
SHW
+$1.65K
5
XOM icon
Exxon Mobil
XOM
+$576

Top Sells

1 +$4.37M
2 +$3.99M
3 +$1.15M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.07M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$787K

Sector Composition

1 Energy 0.18%
2 Materials 0.16%
3 Technology 0.16%
4 Communication Services 0.07%
5 Financials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-6,631
27
-70,145