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
$828M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$24.7M
3
+$15.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.6M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$7.67M

Top Sells

1
+$78.8M
2
+$16.9M
3
+$9.54M
4
BOCT icon
Innovator US Equity Buffer ETF October
BOCT
+$2.92M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.78M

Sector Composition

1 Technology 1.12%
2 Consumer Discretionary 0.25%
3 Industrials 0.24%
4 Financials 0.2%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.21%
44,760
27
$1.51M 0.18%
38,504
-429,853
28
$1.49M 0.18%
12,810
+858
29
$1.46M 0.18%
+6,200
30
$1.32M 0.16%
+7,299
31
$1.18M 0.14%
+4,786
32
$1.07M 0.13%
31,096
33
$1.05M 0.13%
26,720
34
$1.02M 0.12%
23,376
35
$934K 0.11%
16,208
-165,544
36
$866K 0.1%
+9,580
37
$865K 0.1%
21,604
38
$798K 0.1%
20,530
-1,586
39
$782K 0.09%
+1,405
40
$709K 0.09%
19,439
-30,070
41
$642K 0.08%
+8,310
42
$624K 0.08%
+6,149
43
$619K 0.07%
+1,472
44
$556K 0.07%
28,942
+7,756
45
$538K 0.07%
23,967
-7,845
46
$529K 0.06%
+2,930
47
$525K 0.06%
12,055
48
$486K 0.06%
+1,001
49
$477K 0.06%
+23,070
50
$471K 0.06%
13,236
-878
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