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
$355M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$2.9M
3
+$2.32M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.34M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.28M

Top Sells

1
+$1.03M
2
+$460K
3
+$209K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$102K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$47.1K

Sector Composition

1 Energy 0.21%
2 Materials 0.17%
3 Communication Services 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78.2M 22.04%
323,339
+9,608
2
$52.9M 14.91%
166,483
+4,043
3
$44.2M 12.46%
313,633
-7,328
4
$37.7M 10.62%
176,586
+6,305
5
$26.9M 7.59%
226,234
+24,325
6
$23.5M 6.62%
253,420
+3,442
7
$15.3M 4.31%
120,465
+1,552
8
$14.8M 4.18%
122,971
-1,737
9
$12.2M 3.44%
311,444
-2,593
10
$11.7M 3.3%
109,363
+4,107
11
$11.5M 3.25%
412,532
-1,060
12
$7.16M 2.02%
89,442
-589
13
$6.68M 1.88%
83,782
-5,762
14
$6.53M 1.84%
+73,405
15
$1.95M 0.55%
78,829
-98
16
$856K 0.24%
15,651
-471
17
$754K 0.21%
9,344
+5
18
$730K 0.21%
6,200
19
$593K 0.17%
5,067
+102
20
$365K 0.1%
12,808
-1,293
21
$236K 0.07%
970