BMM

Berkshire Money Management Portfolio holdings

AUM $976M
1-Year Est. Return 13.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$972M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.12M
3
+$8.96M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.12M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$6.4M

Top Sells

1
+$23.9M
2
+$19.8M
3
+$10.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.55M
5
MSFT icon
Microsoft
MSFT
+$3.26M

Sector Composition

1 Technology 0.93%
2 Consumer Discretionary 0.24%
3 Energy 0.12%
4 Financials 0.05%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.36M 0.35%
79,793
27
$3.06M 0.32%
11,947
+3,876
28
$2.97M 0.31%
15,920
+597
29
$2.73M 0.28%
56,376
30
$2.37M 0.24%
10,778
+933
31
$2.01M 0.21%
44,137
32
$1.78M 0.18%
35,925
-1,456
33
$1.42M 0.15%
17,768
-233
34
$1.25M 0.13%
23,582
35
$1.21M 0.12%
10,761
-3,228
36
$1.06M 0.11%
10,542
-1,963
37
$1M 0.1%
21,374
38
$996K 0.1%
39,120
-1,429
39
$903K 0.09%
20,749
40
$641K 0.07%
12,055
41
$613K 0.06%
12,687
42
$572K 0.06%
11,672
43
$566K 0.06%
28,942
44
$487K 0.05%
11,871
45
$471K 0.05%
+10,292
46
$415K 0.04%
20,159
47
$257K 0.03%
12,403
48
$256K 0.03%
13,004
49
– –
-1,710
50
– –
-10,000
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