BP

Berkshire Partners Portfolio holdings

AUM $12.2M
1-Year Est. Return 20.06%
This Quarter Est. Return
1 Year Est. Return
+20.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$540M
AUM Growth
-$425M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$386M
2 +$34M

Sector Composition

1 Industrials 75.33%
2 Consumer Discretionary 24.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$257M 47.6%
408,288
-613,183
2
$150M 27.73%
1,826,684
3
$133M 24.67%
8,164,752
-2,080,584