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
$920M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$49.4M
2
+$13.2M
3
+$9.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.61M
5
MSFT icon
Microsoft
MSFT
+$3.29M

Top Sells

1
+$55.3M
2
+$11.7M
3
+$3.4M
4
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$2.08M
5
BSEP icon
Innovator US Equity Buffer ETF September
BSEP
+$1.09M

Sector Composition

1 Technology 1.35%
2 Consumer Discretionary 0.39%
3 Communication Services 0.28%
4 Financials 0.24%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$230M 24.95%
391,586
+1,749
2
$78.6M 8.55%
153,808
+585
3
$62.4M 6.78%
146,580
+887
4
$62.2M 6.76%
354,986
+9,010
5
$61.3M 6.67%
313,152
+4,280
6
$51.6M 5.61%
2,051,933
+1,963,140
7
$50.5M 5.49%
125,685
-1,666
8
$43.8M 4.76%
566,561
+23,800
9
$40.4M 4.39%
1,598,956
+89,466
10
$39.4M 4.29%
206,526
+1,929
11
$32.9M 3.58%
80,115
+414
12
$23.4M 2.54%
255,520
+13,722
13
$23.2M 2.52%
249,746
+1,893
14
$19.7M 2.14%
89,036
+59,540
15
$13.8M 1.5%
370,200
-1,479,582
16
$10.5M 1.14%
49,391
+363
17
$9.2M 1%
+383,532
18
$9.07M 0.99%
101,022
-688
19
$5.79M 0.63%
23,133
+2,646
20
$3.61M 0.39%
+6,698
21
$3.29M 0.36%
+7,795
22
$3.11M 0.34%
79,793
23
$2.62M 0.28%
19,500
+5,394
24
$2.44M 0.26%
56,376
-5,451
25
$2.06M 0.22%
+9,367
1
2 3 4