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
$824M
AUM Growth
-$4.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$6.26M
3
+$3.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.62M
5
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$2.22M

Top Sells

1
+$19.8M
2
+$3.53M
3
+$3.46M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.66M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$1.46M

Sector Composition

1 Technology 0.73%
2 Energy 0.18%
3 Communication Services 0.03%
4 Consumer Staples 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$207M 25.1%
379,844
+6,643
2
$71.1M 8.63%
800,676
+19,819
3
$70.7M 8.59%
147,659
+17,431
4
$61M 7.41%
1,748,082
+63,509
5
$57.1M 6.94%
146,115
-50,527
6
$56.4M 6.85%
309,000
+1,961
7
$47M 5.71%
128,924
-2,443
8
$40M 4.86%
521,842
+10,689
9
$36.9M 4.48%
202,865
+3,198
10
$36.1M 4.38%
1,445,480
+27,476
11
$29.3M 3.55%
78,210
+16,740
12
$21.4M 2.6%
233,631
+292
13
$20.4M 2.48%
236,087
+8,905
14
$11.5M 1.4%
146,959
+3,281
15
$10.5M 1.28%
252,390
-480
16
$8.41M 1.02%
42,603
+18,751
17
$5.75M 0.7%
28,364
+1,120
18
$4.58M 0.56%
31,436
+369
19
$4.37M 0.53%
20,739
-5,904
20
$3.5M 0.43%
21,312
-2,082
21
$2.96M 0.36%
79,793
-217
22
$2.58M 0.31%
62,027
23
$1.71M 0.21%
44,137
-623
24
$1.65M 0.2%
13,360
+3,780
25
$1.54M 0.19%
37,840
-664
1
2 3 4