BMM
Berkshire Money Management Portfolio holdings
AUM
$972M
1-Year Est. Return
11.58%
1 Year Est. Return
+11.58%
AUM
$950M
AUM Growth
+$59.1M
(+6.6%)
Holding
158
Top Buys
| 1 | +$25.4M | |
| 2 | +$24M | |
| 3 | +$15.9M | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$15.5M |
| 5 |
Innovator US Equity Buffer ETF February
BFEB
|
+$15.3M |
Top Sells
| 1 | +$26.8M | |
| 2 | +$24M | |
| 3 | +$19.1M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$10.9M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$10.9M |
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 | |
|---|---|---|---|---|---|---|
151
Schwab US Large-Cap Value ETF
SCHV
$14.1B
| $24K | ﹤0.01% |
+867
|
|
||
152
Galectin Therapeutics
GALT
$318M
| $23.9K | ﹤0.01% |
11,349
|
|
||
153
iShares Russell 1000 Value ETF
IWD
$64.7B
| $23.9K | ﹤0.01% |
+123
|
|
||
154
iShares China Large-Cap ETF
FXI
$6.8B
| $22.1K | ﹤0.01% |
+600
|
|
||
155
WisdomTree India Earnings Fund ETF
EPI
$2.9B
| $21.4K | ﹤0.01% |
+450
|
|
||
156
UnitedHealth
UNH
$327B
| – | – |
-566
|
|
||
157
Invesco NASDAQ 100 ETF
QQQM
$63.2B
| – | – |
-1,140
|
|
||
158
Merck
MRK
$210B
| – | – |
-2,264
|
|