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
+$46.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$716K
3
+$644K
4
AAPL icon
Apple
AAPL
+$301K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$284K

Top Sells

1
+$8.53M
2
+$1.63M
3
+$1.16M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.01M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$525K

Sector Composition

1 Energy 0.23%
2 Materials 0.17%
3 Communication Services 0.11%
4 Technology 0.09%
5 Consumer Staples 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$91.2M 27.77%
443,683
-5,622
2
$74M 22.53%
741,512
-16,311
3
$27.4M 8.36%
343,400
+3,548
4
$25.8M 7.87%
242,720
-131
5
$22.2M 6.75%
568,005
+18,352
6
$18.3M 5.58%
69,765
-3,841
7
$15.6M 4.76%
200,980
-2,851
8
$12.1M 3.69%
132,696
-4,665
9
$10.6M 3.23%
156,313
-7,749
10
$7.67M 2.33%
+190,076
11
$7.5M 2.28%
72,990
-3,418
12
$6.69M 2.04%
60,474
-4,000
13
$3.16M 0.96%
26,629
+1,167
14
$1.99M 0.61%
77,075
+24,925
15
$984K 0.3%
12,107
-25
16
$758K 0.23%
9,063
+5
17
$522K 0.16%
5,496
+1,170
18
$372K 0.11%
12,573
+134
19
$301K 0.09%
+11,056
20
$261K 0.08%
5,619
21
$215K 0.07%
2,386
22
$210K 0.06%
+19,671
23
$207K 0.06%
1,173
24
$198K 0.06%
+14,502
25
$37K 0.01%
+12,240
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