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
76
$240K 0.03%
+1,373
77
$236K 0.03%
+4,064
78
$229K 0.03%
+1,188
79
$226K 0.03%
+2,106
80
$225K 0.03%
+586
81
$218K 0.03%
+1,435
82
$210K 0.03%
+3,433
83
$209K 0.03%
+2,211
84
$205K 0.02%
+1,000
85
– –
-21,255
1 2 3
4