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
$454M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$70.9M
2
+$22.6M
3
+$21.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$16.3M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$14.6M

Top Sells

1
+$55.6M
2
+$45.2M
3
+$21.2M
4
UJUN icon
Innovator US Equity Ultra Buffer ETF June
UJUN
+$19.9M
5
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$9.12M

Sector Composition

1 Technology 0.56%
2 Financials 0.14%
3 Communication Services 0.13%
4 Energy 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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