BMM
Berkshire Money Management Portfolio holdings
AUM $950M
This Quarter Return
-3.81%
1 Year Return
+10.78%
3 Year Return
+47.8%
5 Year Return
+72.47%
10 Year Return
+166.04%
AUM
$891M
AUM Growth
-$28.6M (-3%)
Cap. Flow
+$8.4M
Cap. Flow % of AUM
0.94%
Top 10 Holdings %Top 10 Hldgs %
75.83%
Holding
103
New
17
Increased
19
Reduced
39
Closed
1
Top Buys
| 1 | $20.2M | |
| 2 | $7.75M | |
| 3 | $6.4M | |
| 4 | $5.83M | |
| 5 | $2.16M |
Top Sells
| 1 | $14.2M | |
| 2 | $8.16M | |
| 3 | $5.74M | |
| 4 | $4.17M | |
| 5 | $2.27M |
Sector Composition
| 1 | Technology | 1.12% |
| 2 | Consumer Discretionary | 0.32% |
| 3 | Industrials | 0.31% |
| 4 | Communication Services | 0.27% |
| 5 | Financials | 0.26% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $85.8K | 0.01% | 10,000 | – | – | |||
| $13.8K | ﹤0.01% | +11,349 | New | +$13.8K | |||
| – | – | -3,654 | Closed | -$276K |
