BMM

Berkshire Money Management Portfolio holdings

AUM $976M
1-Year Est. Return 13.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$972M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.12M
3
+$8.96M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.12M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$6.4M

Top Sells

1
+$23.9M
2
+$19.8M
3
+$10.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.55M
5
MSFT icon
Microsoft
MSFT
+$3.26M

Sector Composition

1 Technology 0.93%
2 Consumer Discretionary 0.24%
3 Energy 0.12%
4 Financials 0.05%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$227M 23.4%
341,214
-2,995
2
$93.1M 9.58%
200,808
+19,888
3
$78.4M 8.07%
130,537
-372
4
$63.7M 6.55%
2,449,069
+10,579
5
$61.1M 6.29%
283,089
-1,008
6
$53.6M 5.51%
282,337
+34,350
7
$53.2M 5.47%
113,518
+15,990
8
$43.6M 4.49%
1,705,063
+71,449
9
$38.5M 3.96%
487,797
-303,856
10
$31.4M 3.23%
152,101
-251
11
$26.2M 2.69%
635,721
+12,145
12
$25.4M 2.62%
318,024
+168,198
13
$24.6M 2.53%
564,368
+12,620
14
$22.4M 2.31%
244,478
+10,425
15
$20.6M 2.12%
207,871
-3,981
16
$15M 1.54%
233,926
+93,373
17
$13.2M 1.35%
243,515
+79,172
18
$10M 1.03%
102,330
+93,870
19
$6.68M 0.69%
141,367
-227,556
20
$6.2M 0.64%
153,722
-3,278
21
$6.13M 0.63%
+245,357
22
$6.1M 0.63%
23,946
+572
23
$5.72M 0.59%
56,313
-278
24
$5.65M 0.58%
59,435
-211,215
25
$3.46M 0.36%
101,233
-507
1
2 3 4 5