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
$401M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$11.8M
3
+$8.22M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$7.88M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.83M

Top Sells

1
+$24.1M
2
+$13.3M
3
+$11.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.06M
5
IYR icon
iShares US Real Estate ETF
IYR
+$5.88M

Sector Composition

1 Energy 0.17%
2 Materials 0.16%
3 Technology 0.15%
4 Communication Services 0.09%
5 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$91M 22.73%
345,939
+18,344
2
$66.3M 16.55%
487,222
+169,708
3
$62.2M 15.53%
257,688
+49,023
4
$34.8M 8.68%
344,257
+81,298
5
$34.5M 8.62%
101,000
-70,503
6
$30M 7.49%
197,621
-46,467
7
$19.4M 4.84%
136,622
+13,816
8
$12M 2.98%
103,064
-4,767
9
$11M 2.75%
402,344
-9,500
10
$7.88M 1.97%
+467,570
11
$7.4M 1.85%
69,824
-4,248
12
$6.71M 1.68%
85,597
+279
13
$4.37M 1.09%
+70,145
14
$3.99M 1%
+84,964
15
$2.95M 0.74%
107,125
+26,039
16
$898K 0.22%
13,726
-1,430
17
$804K 0.2%
6,200
18
$699K 0.17%
9,363
-746
19
$676K 0.17%
5,759
-112,974
20
$638K 0.16%
4,881
-90
21
$601K 0.15%
14,340
+8,400
22
$345K 0.09%
12,814
-373
23
$307K 0.08%
+5,400
24
$297K 0.07%
+17,500
25
$272K 0.07%
1,365
-50
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