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
$828M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$24.7M
3
+$15.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.6M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$7.67M

Top Sells

1
+$78.8M
2
+$16.9M
3
+$9.54M
4
BOCT icon
Innovator US Equity Buffer ETF October
BOCT
+$2.92M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.78M

Sector Composition

1 Technology 1.12%
2 Consumer Discretionary 0.25%
3 Industrials 0.24%
4 Financials 0.2%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$470K 0.06%
+2,046
52
$439K 0.05%
+3,228
53
$433K 0.05%
+6,000
54
$423K 0.05%
+577
55
$388K 0.05%
+3,983
56
$359K 0.04%
+2,379
57
$356K 0.04%
+2,100
58
$348K 0.04%
+1,860
59
$337K 0.04%
+2,570
60
$325K 0.04%
+2,985
61
$321K 0.04%
+8,204
62
$308K 0.04%
+1,104
63
$307K 0.04%
+552
64
$302K 0.04%
+1,510
65
$299K 0.04%
+1,059
66
$299K 0.04%
+568
67
$285K 0.03%
+2,510
68
$279K 0.03%
+1,307
69
$276K 0.03%
+7,366
70
$276K 0.03%
+3,267
71
$264K 0.03%
+1,503
72
$261K 0.03%
+7,335
73
$253K 0.03%
+12,403
74
$251K 0.03%
+6,669
75
$242K 0.03%
13,777
+857
1 2
3
4