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
$630M
AUM Growth
+$8.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$12.3M
3
+$3.58M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.57M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.9M

Top Sells

1
+$34.5M
2
+$7.08M
3
+$4.78M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.02M
5
ITB icon
iShares US Home Construction ETF
ITB
+$2.02M

Sector Composition

1 Technology 0.49%
2 Energy 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$104M 16.55%
242,887
+8,345
2
$103M 16.4%
672,658
+16,733
3
$94.6M 15.02%
279,622
+36,214
4
$58.7M 9.33%
214,340
-3,641
5
$48.2M 7.66%
166,279
+2,430
6
$38.8M 6.17%
+1,417,946
7
$32M 5.08%
250,484
+14,874
8
$26.5M 4.21%
121,157
-13,788
9
$18.4M 2.92%
144,285
+2,615
10
$17.9M 2.85%
217,632
+17,929
11
$14M 2.22%
427,451
+24,640
12
$13.5M 2.15%
439,569
+11,765
13
$12.3M 1.96%
432,038
-5,188
14
$11.5M 1.83%
65,465
-2,403
15
$10.6M 1.69%
294,408
+6,431
16
$10.1M 1.6%
337,247
+14,990
17
$3.94M 0.63%
59,565
-30,485
18
$3.07M 0.49%
21,674
-743
19
$2.14M 0.34%
68,649
20
$1.31M 0.21%
43,917
21
$1.25M 0.2%
+40,086
22
$1M 0.16%
32,263
23
$728K 0.12%
22,897
24
$617K 0.1%
10,491
-174
25
$510K 0.08%
16,263
1
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