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
$696M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.52%
2 Energy 0.13%
3 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$777K 0.11%
22,897
27
$566K 0.08%
+31,527
28
$534K 0.08%
+10,322
29
$496K 0.07%
16,399
30
$453K 0.07%
13,834
-1,599
31
-17,146
32
-59,615