We are live on ! Find out more
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
$582M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$54.5M
2
+$18.2M
3
+$12.2M
4
BMAY icon
Innovator US Equity Buffer ETF May
BMAY
+$8.54M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$8.25M

Top Sells

1
+$38.2M
2
+$25.2M
3
+$7.01M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$6.81M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.45M

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
– –
-112,095
52
– –
-221,574
53
– –
-25,563
54
– –
-14,938
1 2
3