BMM

Berkshire Money Management Portfolio holdings

AUM $972M
1-Year Est. Return 11.58%
This Quarter Est. Return
1 Year Est. Return
+11.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
-$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.77M
3
+$1.56M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.35M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.29M

Top Sells

1
+$54.6M
2
+$8.33M
3
+$1.67M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.27M
5
XOM icon
Exxon Mobil
XOM
+$46.9K

Sector Composition

1 Energy 0.4%
2 Industrials 0.15%
3 Communication Services 0.15%
4 Consumer Staples 0.1%
5 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.1M 23.39%
590,713
+14,849
2
$33.8M 15.45%
134,750
+6,243
3
$33.2M 15.21%
494,553
+26,331
4
$24.9M 11.4%
183,118
+9,916
5
$24.4M 11.15%
130,285
+10,987
6
$15.7M 7.19%
208,906
-22,171
7
$14M 6.39%
189,819
-17,226
8
$7.8M 3.57%
133,360
+2,173
9
$7.61M 3.48%
387,861
+11,884
10
$4.25M 1.94%
108,896
+5,695
11
$885K 0.4%
9,058
-480
12
$338K 0.15%
3,600
13
$328K 0.15%
12,378
14
$227K 0.1%
5,865
-280
15
$49K 0.02%
12
+4
16
– –
-329,909
17
– –
-163,837