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BMM

Berkshire Money Management Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.64%
This Fund
S&P 500
This Quarter Est. Return
-7.34%
1 Year Est. Return
+20.64%
3 Year Est. Return
+56.49%
5 Year Est. Return
+59.31%
10 Year Est. Return
+214.77%
AUM
$326M
AUM Growth
-$14M
Cap. Flow
-$12.3M
Cap. Flow %
-3.79%
Top 10 Hldgs %
92.98%
Holding
20
New
1
Increased
9
Reduced
5
Closed
2

Sector Composition

Rank Sector Weight
1 Energy 0.26%
2 Communication Services 0.1%
3 Consumer Staples 0.07%
4 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$71.2M 21.85%
346,495
-52,735
-13% -$10.7M
IWF icon
2
iShares Russell 1000 Growth ETF
IWF
$128B
$52.2M 16.02%
2,184,992
-463,128
-17% -$11.4M
JNK icon
3
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.92B
$40.1M 12.31%
346,446
+164,329
+90% +$18.4M
IVE icon
4
iShares S&P 500 Value ETF
IVE
$49.8B
$37.6M 11.52%
400,478
-12,554
-3% -$1.12M
SDY icon
5
State Street SPDR S&P Dividend ETF
SDY
$23.9B
$24.6M 7.54%
312,039
-55,113
-15% -$4.15M
VIG icon
6
Vanguard Dividend Appreciation ETF
VIG
$114B
$22.5M 6.89%
276,627
-52,633
-16% -$4.08M
FXI icon
7
iShares China Large-Cap ETF
FXI
$4.31B
$16.4M 5.04%
394,344
+5,458
+1% +$212K
OEF icon
8
iShares S&P 100 ETF
OEF
$20.6B
$16M 4.9%
175,722
+4,315
+3% +$387K
PFF icon
9
iShares Preferred and Income Securities ETF
PFF
$13.3B
$11.5M 3.54%
292,266
+778
+0.3% +$30.4K
XLV icon
10
State Street Health Care Select Sector SPDR ETF
XLV
$42.7B
$11M 3.37%
160,822
+2,067
+1% +$151K
XLF icon
11
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$8.9M 2.73%
409,929
+7,003
+2% +$148K
BSV icon
12
Vanguard Short-Term Bond ETF
BSV
$44.6B
$7.5M 2.3%
93,827
+311
+0.3% +$24.9K
LQD icon
13
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$4.85M 1.49%
40,593
+888
+2% +$103K
XOM icon
14
ExxonMobil
XOM
$634B
$837K 0.26%
9,058
T icon
15
AT&T
T
$163B
$316K 0.1%
12,472
+49
+0.4% +$1.25K
KO icon
16
Coca-Cola
KO
$375B
$233K 0.07%
5,519
NYF icon
17
iShares New York Muni Bond ETF
NYF
$1.4B
$217K 0.07%
+3,900
New +$215K
FRTX
18
DELISTED
Fresh Tracks Therapeutics, Inc. Common Stock
FRTX
$40K 0.01%
12
DIA icon
19
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.5B
-1,376
Closed -$242K
VUG icon
20
Vanguard Morningstar Growth ETF
VUG
$231B
-17,304
Closed -$309K

Similar funds

Berkshire Money Management's Q3 2015 Portfolio in Review

As of Q3 2015, Berkshire Money Management held 20 positions worth $326M, down 4.1% from $340M the previous quarter. Its ten largest holdings account for 93% of the portfolio.

Berkshire Money Management withdrew a net $12.3M in Q3 2015, closing 2 positions and reducing 5 holdings. Its most notable exit was Vanguard Morningstar Growth ETF, an estimated $309K position sold in full.

By sector, the portfolio is most concentrated in Energy at 0.26% of assets, up from 0.22% a quarter earlier, followed by Communication Services and Consumer Staples.

Against the trend, Berkshire Money Management opened a new position in iShares New York Muni Bond ETF worth $217K.

  • Berkshire Money Management's largest Q3 2015 buy was iShares New York Muni Bond ETF: 3,900 shares worth $217K.
  • Berkshire Money Management added most to State Street SPDR Bloomberg High Yield Bond ETF in Q3 2015, an estimated $18.4M increase.
  • Berkshire Money Management's biggest Q3 2015 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $11.4M.
  • Berkshire Money Management fully exited Vanguard Morningstar Growth ETF in Q3 2015, selling an estimated $309K.
  • Berkshire Money Management's ten largest holdings make up 93% of its $326M portfolio in Q3 2015.
  • Berkshire Money Management opened 1 new position and closed 2 in Q3 2015.
  • Berkshire Money Management's portfolio value fell 4.1% quarter-over-quarter to $326M.

Based on Berkshire Money Management's 13F filing for Q3 2015, filed 9 Nov 2015.