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
$630M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$38.8M
2 +$12.3M
3 +$3.58M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.57M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.9M

Top Sells

1 +$34.5M
2 +$7.08M
3 +$4.78M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.02M
5
ITB icon
iShares US Home Construction ETF
ITB
+$2.02M

Sector Composition

1 Technology 0.49%
2 Energy 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$481K 0.08%
16,399
-162,801
27
-1,250,514
28
-25,661
29
-213,012