BMM
Berkshire Money Management Portfolio holdings
AUM
$950M
This Quarter Return
+7.82%
1 Year Return
+10.78%
3 Year Return
+47.8%
5 Year Return
+72.47%
10 Year Return
+166.04%
AUM
$950M
AUM Growth
+$950M
(+6.6%)
Cap. Flow
-$15.4M
Cap. Flow
% of AUM
-1.62%
Top 10 Holdings %
Top 10 Hldgs %
74.03%
Holding
158
New
56
Increased
30
Reduced
37
Closed
3
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$26.8M |
| 2 |
Vanguard Growth ETF
VUG
|
$24M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$19.1M |
| 4 |
Invesco QQQ Trust
QQQ
|
$10.9M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$10.9M |
Sector Composition
| 1 | Technology | 1.22% |
| 2 | Industrials | 0.34% |
| 3 | Consumer Discretionary | 0.33% |
| 4 | Communication Services | 0.26% |
| 5 | Financials | 0.26% |
