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Home > Institutional Investor > Berkshire Bank > Profile

Instuitional Investor - Berkshire Bank

Fund Profile
Filing Period:
Fund Name: Berkshire Bank
Portfolio Value $377,780,638
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 107,093 $50,902,373 13.47%
2.
Ishares Tr
 305,424 $21,486,577 5.68%
3.
Ishares Tr
 173,203 $20,287,267 5.37%
4.
Apple Inc.
 AAPL 96,796 $18,636,133 4.93%
5.
Microsoft Corp
 MSFT 49,400 $18,576,375 4.91%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)