BMM

Berkshire Money Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$950M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$22.7M
3
+$15.4M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$15M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$14.4M

Top Sells

1
+$24.8M
2
+$21.6M
3
+$17.8M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$10.3M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$10M

Sector Composition

1 Technology 1.22%
2 Industrials 0.34%
3 Consumer Discretionary 0.33%
4 Communication Services 0.26%
5 Financials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$773K 0.08%
1,592
52
$759K 0.08%
5,634
-527
53
$698K 0.07%
4,782
+95
54
$674K 0.07%
3,826
-811
55
$653K 0.07%
+1,782
56
$629K 0.07%
4,720
57
$612K 0.06%
12,055
58
$573K 0.06%
12,687
59
$565K 0.06%
28,942
60
$540K 0.06%
3,228
61
$537K 0.06%
11,672
-14
62
$493K 0.05%
6,000
63
$489K 0.05%
1,377
-104
64
$471K 0.05%
1,710
+49
65
$469K 0.05%
11,871
-1,905
66
$440K 0.05%
1,516
-425
67
$413K 0.04%
20,159
68
$411K 0.04%
3,070
-200
69
$408K 0.04%
1,949
70
$408K 0.04%
2,162
-1
71
$392K 0.04%
1,233
-14
72
$386K 0.04%
552
73
$361K 0.04%
8,204
74
$349K 0.04%
2,570
75
$339K 0.04%
4,629
+200
1 2
3
4 5