BMM
Berkshire Money Management Portfolio holdings
AUM
$972M
1-Year Est. Return
11.58%
1 Year Est. Return
+11.58%
AUM
$972M
AUM Growth
+$21.3M
(+2.2%)
Holding
157
Top Buys
| 1 | +$13.4M | |
| 2 | +$9.22M | |
| 3 | +$9.2M | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$7.49M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$6.52M |
Top Sells
| 1 | +$24M | |
| 2 | +$20.1M | |
| 3 | +$10.8M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.55M |
| 5 |
Microsoft
MSFT
|
+$3.26M |
Sector Composition
| 1 | Technology | 0.93% |
| 2 | Consumer Discretionary | 0.24% |
| 3 | Energy | 0.12% |
| 4 | Financials | 0.05% |
| 5 | Real Estate | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
State Street SPDR S&P Homebuilders ETF
XHB
$1.84B
| – | – |
-500
|
|
||
152
iShares ESG Screened S&P Mid-Cap ETF
XJH
$355M
| – | – |
-1,000
|
|
||
153
State Street Materials Select Sector SPDR ETF
XLB
$6B
| – | – |
-800
|
|
||
154
State Street Financial Select Sector SPDR ETF
XLF
$52.9B
| – | – |
-1,874
|
|
||
155
State Street Industrial Select Sector SPDR ETF
XLI
$27.7B
| – | – |
-1,272
|
|
||
156
State Street Technology Select Sector SPDR ETF
XLK
$92.4B
| – | – |
-1,162
|
|
||
157
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
| – | – |
-5,634
|
|