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
$920M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$49.4M
2
+$13.2M
3
+$9.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.61M
5
MSFT icon
Microsoft
MSFT
+$3.29M

Top Sells

1
+$55.3M
2
+$11.7M
3
+$3.4M
4
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$2.08M
5
BSEP icon
Innovator US Equity Buffer ETF September
BSEP
+$1.09M

Sector Composition

1 Technology 1.35%
2 Consumer Discretionary 0.39%
3 Communication Services 0.28%
4 Financials 0.24%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 0.2%
44,137
27
$1.77M 0.19%
39,826
-46,581
28
$1.57M 0.17%
+6,200
29
$1.5M 0.16%
13,984
+1,257
30
$1.46M 0.16%
+5,414
31
$1.28M 0.14%
+4,418
32
$1.15M 0.13%
26,717
33
$1.12M 0.12%
23,267
34
$947K 0.1%
21,374
35
$922K 0.1%
6,705
-24,724
36
$859K 0.09%
+4,536
37
$800K 0.09%
+1,405
38
$793K 0.09%
21,123
-9,248
39
$769K 0.08%
+1,904
40
$763K 0.08%
19,425
41
$750K 0.08%
+1,281
42
$705K 0.08%
+1,556
43
$583K 0.06%
+4,702
44
$580K 0.06%
12,055
45
$575K 0.06%
+627
46
$562K 0.06%
28,942
47
$559K 0.06%
+4,834
48
$553K 0.06%
+3,228
49
$544K 0.06%
12,687
-25,467
50
$525K 0.06%
+2,848
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