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
$582M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

1 +$34.7M
2 +$25.2M
3 +$6.94M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$6.81M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.9M

Sector Composition

1 Technology 0.53%
2 Energy 0.18%
3 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-81,866
52
-34,047
53
-49,433
54
-79,764