BMM

Berkshire Money Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$950M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$22.7M
3
+$15.4M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$15M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$14.4M

Top Sells

1
+$24.8M
2
+$21.6M
3
+$17.8M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$10.3M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$10M

Sector Composition

1 Technology 1.22%
2 Industrials 0.34%
3 Consumer Discretionary 0.33%
4 Communication Services 0.26%
5 Financials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.23M 0.34%
79,793
27
$2.93M 0.31%
+40,223
28
$2.56M 0.27%
56,376
29
$2.42M 0.25%
15,323
+258
30
$2.16M 0.23%
9,845
+290
31
$1.94M 0.2%
8,071
+6,808
32
$1.94M 0.2%
44,137
33
$1.82M 0.19%
5,994
+1,924
34
$1.76M 0.19%
6,200
35
$1.76M 0.19%
37,381
+629
36
$1.55M 0.16%
+5,516
37
$1.51M 0.16%
13,989
+261
38
$1.43M 0.15%
18,001
+12,047
39
$1.32M 0.14%
+6,044
40
$1.29M 0.14%
4,536
-157
41
$1.26M 0.13%
12,505
+8,618
42
$1.18M 0.12%
23,582
43
$1.17M 0.12%
5,444
-88,539
44
$974K 0.1%
40,549
-401,477
45
$966K 0.1%
21,374
46
$886K 0.09%
1,200
-93
47
$856K 0.09%
20,749
+1,324
48
$823K 0.09%
+8,460
49
$794K 0.08%
1,401
50
$785K 0.08%
793
+8
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