BMM

Berkshire Money Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 12.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$950M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$22.7M
3
+$15.4M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$15M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$14.4M

Top Sells

1
+$24.8M
2
+$21.6M
3
+$17.8M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$10.3M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$10M

Sector Composition

1 Technology 1.22%
2 Industrials 0.34%
3 Consumer Discretionary 0.33%
4 Communication Services 0.26%
5 Financials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$206K 0.02%
1,557
102
$200K 0.02%
+2,889
103
$200K 0.02%
+620
104
$199K 0.02%
+2,221
105
$197K 0.02%
+1,793
106
$191K 0.02%
4,504
+18
107
$188K 0.02%
+1,272
108
$181K 0.02%
765
-282
109
$159K 0.02%
+4,459
110
$154K 0.02%
+2,266
111
$147K 0.02%
+1,162
112
$130K 0.01%
+1,863
113
$129K 0.01%
1,171
-1,884
114
$120K 0.01%
533
-48,363
115
$98.3K 0.01%
+248
116
$98.1K 0.01%
+1,874
117
$92.9K 0.01%
14,800
118
$92.2K 0.01%
10,000
119
$87.4K 0.01%
+772
120
$82.5K 0.01%
+1,551
121
$75.2K 0.01%
+566
122
$68.5K 0.01%
+821
123
$67.6K 0.01%
+1,459
124
$64.8K 0.01%
+2,587
125
$61.9K 0.01%
+851
3 4
5
6 7