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
126
$61.6K 0.01%
+1,621
127
$60.2K 0.01%
+198
128
$56.9K 0.01%
+456
129
$55.6K 0.01%
+1,232
130
$52.7K 0.01%
+592
131
$51.8K 0.01%
+2,112
132
$51K 0.01%
+2,726
133
$50.9K 0.01%
+553
134
$49.3K 0.01%
+500
135
$48.5K 0.01%
+40
136
$45.1K ﹤0.01%
+325
137
$44.9K ﹤0.01%
+1,836
138
$43.8K ﹤0.01%
+158
139
$43.1K ﹤0.01%
+520
140
$41.5K ﹤0.01%
+1,000
141
$38.7K ﹤0.01%
+1,699
142
$35.4K ﹤0.01%
+964
143
$35.1K ﹤0.01%
+800
144
$34.4K ﹤0.01%
+575
145
$32.9K ﹤0.01%
+186
146
$32.7K ﹤0.01%
+294
147
$27.8K ﹤0.01%
+220
148
$27.8K ﹤0.01%
+390
149
$27K ﹤0.01%
+460
150
$24.4K ﹤0.01%
+125
3 4 5
6
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