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
$383M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.76M
3
+$1.26M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$261K
5
AAPL icon
Apple
AAPL
+$251K

Top Sells

1
+$11.5M
2
+$552K
3
+$380K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$292K
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$202K

Sector Composition

1 Energy 0.2%
2 Materials 0.17%
3 Communication Services 0.09%
4 Financials 0.07%
5 Technology 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$84.4M 22.03%
328,237
+4,898
2
$55.6M 14.5%
166,537
+54
3
$48M 12.53%
205,532
+28,946
4
$41.4M 10.82%
318,874
+92,640
5
$35.3M 9.22%
236,788
-76,845
6
$24.7M 6.44%
255,117
+1,697
7
$16.7M 4.36%
122,270
+1,805
8
$14.5M 3.79%
119,833
-3,138
9
$12.3M 3.21%
107,931
-1,432
10
$11.8M 3.09%
307,624
-3,820
11
$11.3M 2.95%
405,308
-7,224
12
$7.42M 1.94%
73,833
+428
13
$6.87M 1.79%
85,792
-3,650
14
$6.14M 1.6%
76,875
-6,907
15
$2.08M 0.54%
78,152
-677
16
$975K 0.25%
15,482
-169
17
$781K 0.2%
9,371
+27
18
$772K 0.2%
6,200
19
$653K 0.17%
4,959
-108
20
$326K 0.09%
12,810
+2
21
$261K 0.07%
+1,395
22
$251K 0.07%
970
23
$251K 0.07%
+5,940
24
$217K 0.06%
+1,011