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
$453M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$2.86M
2 +$2.45M
3 +$2.06M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.03M
5
VUG icon
Vanguard Growth ETF
VUG
+$731K

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 Change
in Stake
Capital Flow
26
-420,552
27
-97,342