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Home > Institutional Investor > Berkshire Bank > Profile

Instuitional Investor - Berkshire Bank

Fund Profile
Filing Period:
Fund Name: Berkshire Bank
Portfolio Value $438,123,456
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 73,554 $45,445,338 10.37%
2.
Ishares Tr - CORE MSCI EAFE
 354,248 $29,572,623 6.75%
3.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 566,156 $28,692,786 6.55%
4.
Ishares Tr
 173,863 $20,705,343 4.73%
5.
Microsoft Corp
 MSFT 41,544 $20,664,400 4.72%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)