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
$473M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$18.1M
3
+$11.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.7M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$820K

Top Sells

1
+$48.1M
2
+$11.1M
3
+$490K
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$251K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$222K

Sector Composition

1 Technology 0.27%
2 Financials 0.17%
3 Energy 0.15%
4 Materials 0.15%
5 Communication Services 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$501K 0.11%
+5,038
27
$484K 0.1%
5,543
-1,565
28
$482K 0.1%
41,238
+1,410
29
$360K 0.08%
27,600
+1,059
30
$331K 0.07%
13,096
+404
31
$321K 0.07%
1,504
32
$226K 0.05%
11,850
+330
33
$223K 0.05%
+1,661
34
$200K 0.04%
+1,735
35
– –
-120,431
1
2