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
$602M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$7M
3
+$6.81M
4
VV icon
Vanguard Large-Cap ETF
VV
+$6.81M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$5.42M

Top Sells

1
+$12.4M
2
+$10.7M
3
+$10.6M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$5.13M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.09M

Sector Composition

1 Technology 0.57%
2 Energy 0.16%
3 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.48M 0.58%
108,092
-45,424
27
$3.46M 0.57%
25,313
+4,586
28
$2.64M 0.44%
+43,737
29
$2.21M 0.37%
+81,866
30
$2.06M 0.34%
69,596
+55,762
31
$1.83M 0.3%
64,940
32
$1.68M 0.28%
+59,050
33
$1.33M 0.22%
+49,433
34
$1.23M 0.2%
41,827
-2,090
35
$1.21M 0.2%
+40,424
36
$979K 0.16%
+34,047
37
$961K 0.16%
+32,008
38
$949K 0.16%
11,077
-28
39
$938K 0.16%
32,263
40
$793K 0.13%
27,680
-110
41
$685K 0.11%
22,897
42
$544K 0.09%
+25,563
43
$538K 0.09%
10,260
-62
44
$472K 0.08%
31,737
+210
45
$399K 0.07%
+16,253
46
$336K 0.06%
+14,938
47
$316K 0.05%
+10,366
48
– –
-16,399
49
– –
-10,246
50
– –
-99,619
1
2