BERKSHIRE MONEY MANAGEMENT, INC.

https://www.linkedin.com/company/11753349/ DALTON, MA Investment Advisor How do I update this listing?

Berkshire Money Management is based out of Dalton. Berkshire Money Management is a large advisory firm with 619 clients and discretionary assets under management (AUM) of $609,003,770 (Form ADV from 2020-07-01). Their last reported 13F filing for Q2 2020 included $454,401,000 in managed 13F securities and a top 10 holdings concentration of 77.42%. Berkshire Money Management's largest holding is SPDR Dow Jones Industrial Average ETF Trust with shares held of 275,809. Berkshire Money Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 32 13F filings

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06/30/2020

13F Activity

  • Market Value $454.401 Million
  • Prior Market Value $406.977 Million
  • New Purchases8 stocks
  • Additional Purchases11 stocks
  • Sold out of43 stocks
  • Reduced holdings in18 stocks
  • Top 10 Holdings % 77.42 %
  • Turnover % [1]:113.33%
  • Turnover Alt % [2]: 40.30 %
  • Time Held Top20:6.20 quarters
  • Time Held Top10:8.10 quarters
  • Time Held All:8.22 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 20.53%
Performance Last 4 Quarters: -0.14%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

BERKSHIRE MONEY MANAGEMENT, INC.
161 MAIN STREET
DALTON MA    01226
Country: United States

Business Phone: 888-232-6072
Fax: 413-997-2005
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MA
Number of employees: 14
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 177,642,000
Total Number of Clients: 619
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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BERKSHIRE MONEY MANAGEMENT, INC.

ownership team - last updated 2020-06-03
Name Title Start Date Direct/Indirect % Ownership
HARRIS, ALLEN, PIERRE CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER 04/01/2001 Direct 75% or more
Fund Name Position direct/indirect start date end date
BERKSHIRE MONEY MANAGEMENT, INC. PRESIDENT direct 2001-04-01
BERKSHIRE MONEY MANAGEMENT, INC. PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER direct 2001-04-01
BERKSHIRE MONEY MANAGEMENT, INC. PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2001-04-01
BERKSHIRE MONEY MANAGEMENT, INC. CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER direct 2001-04-01
LITTLE, SCOTT, CHRISTOPHER ASSOCIATE VICE PRESIDENT 01/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERKSHIRE MONEY MANAGEMENT, INC. ASSOCIATE VICE PRESIDENT direct 2002-01-01

BERKSHIRE MONEY MANAGEMENT, INC.

ownership team - last updated 2020-02-28
Name Title Start Date Direct/Indirect % Ownership

BERKSHIRE MONEY MANAGEMENT, INC.

ownership team - last updated 2019-04-22
Name Title Start Date Direct/Indirect % Ownership
HARRIS, ALLEN, PIERRE CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER 04/01/2001 Direct 75% or more
Fund Name Position direct/indirect start date end date
BERKSHIRE MONEY MANAGEMENT, INC. PRESIDENT direct 2001-04-01
BERKSHIRE MONEY MANAGEMENT, INC. PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER direct 2001-04-01
BERKSHIRE MONEY MANAGEMENT, INC. PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2001-04-01
BERKSHIRE MONEY MANAGEMENT, INC. CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER direct 2001-04-01
LITTLE, SCOTT, CHRISTOPHER ASSOCIATE VICE PRESIDENT 01/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERKSHIRE MONEY MANAGEMENT, INC. ASSOCIATE VICE PRESIDENT direct 2002-01-01
SCHMICK, BARBARA, JEAN PRESIDENT AND CHIEF OPERATING OFFICER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERKSHIRE MONEY MANAGEMENT, INC. PRESIDENT AND CHIEF OPERATING OFFICER direct 2014-10-01

BERKSHIRE MONEY MANAGEMENT, INC.

ownership team - last updated 2019-03-15
Name Title Start Date Direct/Indirect % Ownership
HARRIS, ALLEN, PIERRE CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER 04/01/2001 Direct 75% or more
Fund Name Position direct/indirect start date end date
BERKSHIRE MONEY MANAGEMENT, INC. PRESIDENT direct 2001-04-01
BERKSHIRE MONEY MANAGEMENT, INC. PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER direct 2001-04-01
BERKSHIRE MONEY MANAGEMENT, INC. PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2001-04-01
BERKSHIRE MONEY MANAGEMENT, INC. CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER direct 2001-04-01
LITTLE, SCOTT, CHRISTOPHER ASSOCIATE VICE PRESIDENT 01/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERKSHIRE MONEY MANAGEMENT, INC. ASSOCIATE VICE PRESIDENT direct 2002-01-01
SCHMICK, BARBARA, JEAN PRESIDENT AND CHIEF OPERATING OFFICER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERKSHIRE MONEY MANAGEMENT, INC. PRESIDENT AND CHIEF OPERATING OFFICER direct 2014-10-01

BERKSHIRE MONEY MANAGEMENT, INC.

ownership team - last updated 2018-05-15
Name Title Start Date Direct/Indirect % Ownership
HARRIS, ALLEN, PIERRE CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER 04/01/2001 Direct 75% or more
Fund Name Position direct/indirect start date end date
BERKSHIRE MONEY MANAGEMENT, INC. PRESIDENT direct 2001-04-01
BERKSHIRE MONEY MANAGEMENT, INC. PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER direct 2001-04-01
BERKSHIRE MONEY MANAGEMENT, INC. PRESIDENT & CHIEF COMPLIANCE OFFICER direct 2001-04-01
BERKSHIRE MONEY MANAGEMENT, INC. CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER direct 2001-04-01
LITTLE, SCOTT, CHRISTOPHER ASSOCIATE VICE PRESIDENT 01/01/2002 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERKSHIRE MONEY MANAGEMENT, INC. ASSOCIATE VICE PRESIDENT direct 2002-01-01
SCHMICK, BARBARA, JEAN PRESIDENT AND CHIEF OPERATING OFFICER 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BERKSHIRE MONEY MANAGEMENT, INC. PRESIDENT AND CHIEF OPERATING OFFICER direct 2014-10-01

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