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
$328M
AUM Growth
+$2.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$21M
3
+$21M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$18.7M
5
IYR icon
iShares US Real Estate ETF
IYR
+$15.3M

Top Sells

1
+$35.2M
2
+$27.5M
3
+$20.6M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$16.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$7.5M

Sector Composition

1 Energy 0.22%
2 Materials 0.11%
3 Communication Services 0.1%
4 Consumer Staples 0.07%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$91.6M 27.9%
449,305
+102,810
2
$75.4M 22.96%
757,823
+211,575
3
$25.8M 7.87%
+242,851
4
$25M 7.61%
339,852
+27,813
5
$21.4M 6.5%
549,653
+257,387
6
$18.7M 5.69%
+73,606
7
$15.3M 4.66%
+203,831
8
$12.5M 3.81%
137,361
-38,361
9
$11.8M 3.6%
164,062
+3,240
10
$8.53M 2.6%
407,927
-2,002
11
$7.77M 2.37%
76,408
-270,038
12
$7.26M 2.21%
+64,474
13
$2.9M 0.88%
25,462
-15,131
14
$1.34M 0.41%
+52,150
15
$943K 0.29%
12,132
-264,495
16
$706K 0.22%
9,058
17
$374K 0.11%
+4,326
18
$323K 0.1%
12,439
-33
19
$241K 0.07%
5,619
+100
20
$211K 0.06%
2,386
-398,092
21
$204K 0.06%
+1,173
22
$15.4K ﹤0.01%
12
23
$14.2K ﹤0.01%
+215
24
– –
-93,827
25
– –
-394,344
1
2