BMM
Berkshire Money Management Portfolio holdings
AUM $891M
AUM
$891M
AUM Growth
-$28.6M (-3%)
Cap. Flow
+$8.68M
Cap. Flow % of AUM
0.97%
Top 10 Holdings %Top 10 Hldgs %
75.83%
Holding
103
New
17
Increased
19
Reduced
39
Closed
1
Top Buys
| 1 | $20.2M | |
| 2 | $7.75M | |
| 3 | $6.4M | |
| 4 | $5.83M | |
| 5 | $2.16M |
Top Sells
| 1 | $14.2M | |
| 2 | $8.16M | |
| 3 | $5.74M | |
| 4 | $4.17M | |
| 5 | $2.27M |
Sector Composition
| 1 | Technology | 1.12% |
| 2 | Consumer Discretionary | 0.32% |
| 3 | Industrials | 0.31% |
| 4 | Communication Services | 0.27% |
| 5 | Financials | 0.26% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $518K | 0.06% | 4,720 +18 | +0.4% | +$1.97K | |||
| $513K | 0.06% | 13,776 | – | – | |||
| $496K | 0.06% | 11,686 | – | – | |||
| $489K | 0.05% | 3,228 | – | – | |||
| $476K | 0.05% | 6,000 | – | – | |||
| $476K | 0.05% | 1,941 -25 | -1% | -$6.13K | |||
| $470K | 0.05% | 5,954 | – | – | |||
| $428K | 0.05% | 1,168 -7 | -0.6% | -$2.57K | |||
| $410K | 0.05% | 20,159 | – | – | |||
| $398K | 0.04% | 2,163 -685 | -24% | -$126K | |||
| $391K | 0.04% | 3,887 | New | +$391K | |||
| $383K | 0.04% | 1,588 -173 | -10% | -$41.7K | |||
| $349K | 0.04% | 2,570 | – | – | |||
| $340K | 0.04% | 8,204 | – | – | |||
| $338K | 0.04% | 1,986 -36 | -2% | -$6.14K | |||
| $336K | 0.04% | 552 | – | – | |||
| $333K | 0.04% | 11,770 -3 | -0% | -$85 | |||
| $332K | 0.04% | 1,949 | New | +$332K | |||
| $323K | 0.04% | 1,247 -657 | -35% | -$170K | |||
| $305K | 0.03% | 1,342 +35 | +3% | +$7.96K | |||
| $305K | 0.03% | 327 -49 | -13% | -$45.7K | |||
| $298K | 0.03% | 1,910 +149 | +8% | +$23.3K | |||
| $296K | 0.03% | 566 -20 | -3% | -$10.5K | |||
| $289K | 0.03% | 1,059 -43 | -4% | -$11.7K | |||
| $284K | 0.03% | 3,055 -531 | -15% | -$49.3K |
