Berkshire Money Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$8.2M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$7.28M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$3.88M |
| 4 |
State Street SPDR S&P Dividend ETF
SDY
|
+$3.65M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$596K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$20.2M |
| 2 |
iShares China Large-Cap ETF
FXI
|
+$1.54M |
| 3 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$275K |
| 4 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$263K |
| 5 |
iShares S&P 100 ETF
OEF
|
+$138K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 0.23% |
| 2 | Communication Services | 0.09% |
| 3 | Consumer Staples | 0.07% |
| 4 | Healthcare | 0.01% |
Similar funds
Berkshire Money Management's Q1 2015 Portfolio in Review
As of Q1 2015, Berkshire Money Management held 19 positions worth $340M, up 1.6% from $334M the previous quarter. Its ten largest holdings account for 93% of the portfolio.
Berkshire Money Management's Q1 2015 filing shows 1 new, 7 increased and 7 reduced positions. Its largest new stake was State Street SPDR Dow Jones Industrial Average ETF Trust: 1,377 shares worth $244K. The largest sale was State Street SPDR Bloomberg High Yield Bond ETF, an estimated $20.2M.
By sector, the portfolio is most concentrated in Energy at 0.23% of assets, down from 0.25% a quarter earlier, followed by Communication Services and Consumer Staples.
- Berkshire Money Management's largest Q1 2015 buy was State Street SPDR Dow Jones Industrial Average ETF Trust: 1,377 shares worth $244K.
- Berkshire Money Management added most to iShares Russell 1000 Growth ETF in Q1 2015, an estimated $8.2M increase.
- Berkshire Money Management's biggest Q1 2015 reduction was State Street SPDR Bloomberg High Yield Bond ETF, cutting an estimated $20.2M.
- Berkshire Money Management's ten largest holdings make up 93% of its $340M portfolio in Q1 2015.
- Berkshire Money Management opened 1 new position and closed 0 in Q1 2015.
- Berkshire Money Management's portfolio value rose 1.6% quarter-over-quarter to $340M.
Based on Berkshire Money Management's 13F filing for Q1 2015, filed 22 Apr 2015.