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
$920M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$49.4M
2
+$13.2M
3
+$9.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.61M
5
MSFT icon
Microsoft
MSFT
+$3.29M

Top Sells

1
+$55.3M
2
+$11.7M
3
+$3.4M
4
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$2.08M
5
BSEP icon
Innovator US Equity Buffer ETF September
BSEP
+$1.09M

Sector Composition

1 Technology 1.35%
2 Consumer Discretionary 0.39%
3 Communication Services 0.28%
4 Financials 0.24%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$522K 0.06%
13,776
+540
52
$509K 0.06%
11,686
-873
53
$471K 0.05%
+1,966
54
$467K 0.05%
+6,000
55
$464K 0.05%
+5,954
56
$458K 0.05%
+1,761
57
$457K 0.05%
+1,175
58
$435K 0.05%
+1,377
59
$419K 0.05%
+1,807
60
$406K 0.04%
20,159
61
$364K 0.04%
+3,586
62
$351K 0.04%
+552
63
$347K 0.04%
+8,204
64
$339K 0.04%
+2,570
65
$339K 0.04%
+2,022
66
$336K 0.04%
+572
67
$335K 0.04%
+1,761
68
$335K 0.04%
+376
69
$323K 0.04%
+1,307
70
$305K 0.03%
+912
71
$302K 0.03%
+4,429
72
$302K 0.03%
+391
73
$296K 0.03%
+586
74
$290K 0.03%
+1,102
75
$287K 0.03%
+7,127
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