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
$602M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$7M
3
+$6.81M
4
VV icon
Vanguard Large-Cap ETF
VV
+$6.81M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$5.42M

Top Sells

1
+$12.4M
2
+$10.7M
3
+$10.6M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$5.13M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.09M

Sector Composition

1 Technology 0.57%
2 Energy 0.16%
3 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$107M 17.83%
748,302
-86,520
2
$97.3M 16.17%
316,249
-34,303
3
$91.2M 15.14%
241,651
-8,303
4
$37.6M 6.25%
1,559,299
-444,919
5
$37.1M 6.16%
169,596
-15,105
6
$25.2M 4.19%
221,574
-44,709
7
$22.9M 3.81%
369,532
-81,043
8
$18.6M 3.08%
109,659
-13,294
9
$18.5M 3.08%
144,490
-487
10
$17.4M 2.89%
78,045
-9,541
11
$11.1M 1.84%
377,874
-112,045
12
$9.72M 1.61%
+107,391
13
$9.53M 1.58%
69,907
-37,599
14
$9.34M 1.55%
320,807
-11,188
15
$7.9M 1.31%
275,672
-14,781
16
$7M 1.16%
+50,890
17
$6.81M 1.13%
+79,764
18
$6.81M 1.13%
+39,504
19
$6.39M 1.06%
37,078
+1,612
20
$5.42M 0.9%
+260,391
21
$4.93M 0.82%
+41,528
22
$4.16M 0.69%
+59,174
23
$3.69M 0.61%
+112,095
24
$3.54M 0.59%
+26,360
25
$3.52M 0.59%
124,431
-38,754
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