BMM
Berkshire Money Management Portfolio holdings
AUM
$950M
This Quarter Return
+6.92%
1 Year Return
+10.78%
3 Year Return
+47.8%
5 Year Return
+72.47%
10 Year Return
+166.04%
AUM
$453M
AUM Growth
+$453M
(+5.6%)
Cap. Flow
+$1.8M
Cap. Flow
% of AUM
0.4%
Top 10 Holdings %
Top 10 Hldgs %
97.04%
Holding
27
New
4
Increased
13
Reduced
5
Closed
2
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.86M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$2.45M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$2.06M |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$1.03M |
| 5 |
Vanguard Growth ETF
VUG
|
$731K |
Top Sells
Sector Composition
| 1 | Technology | 0.29% |
| 2 | Energy | 0.18% |
| 3 | Materials | 0.16% |
| 4 | Communication Services | 0.08% |
| 5 | Financials | 0.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Schwab International Equity ETF
SCHF
$50.3B
| – | – | -210,276 | Closed | -$7M |
|
27
Financial Select Sector SPDR Fund
XLF
$53.2B
| – | – | -97,342 | Closed | -$2.6M |
|