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
76
$279K 0.03%
+7,046
77
$276K 0.03%
3,654
-154,195
78
$270K 0.03%
+1,303
79
$268K 0.03%
11,773
-4,123
80
$263K 0.03%
+6,329
81
$259K 0.03%
+1,786
82
$256K 0.03%
12,403
83
$253K 0.03%
13,004
84
$250K 0.03%
+1,188
85
$110K 0.01%
+18,800
86
$107K 0.01%
+10,000
1 2 3
4