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Erkko Etula

@Brooklyn Investment Group

Latest period2024 - Q4ReportedManaged Assets$335.562MTotal holdings1943
Assets growth rate10.41%Assets growth rate (2-Q avg)20.58%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Brooklyn Investment Group's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1943 positions.

Assets under management

The assets under management (AUM) of Brooklyn Investment Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 335.562M in assets, with a quarterly growth rate of 10.41% and a 2-quarter average growth rate of 20.58%. The portfolio is managed by Erkko Etula, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 4.67%
1.39%
$4.637M
10,230 shares@ $453.29 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 4.35%
1.38%
$4.625M
19,297 shares@ $239.7 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -7.85%
1.2%
$4.011M
5,196 shares@ $771.87 avg price
VVisa Inc-class A Shares
Recent Activity
Increased 8.6%
1.13%
$3.764M
11,910 shares@ $316.03 avg price
MSMorgan Stanley
Recent Activity
Decreased -0.29%
1.08%
$3.6M
28,637 shares@ $125.72 avg price
MAMastercard Incorporated
Recent Activity
Increased 8.1%
1.04%
$3.474M
6,599 shares@ $526.5 avg price
ORCLOracle Corp
Recent Activity
Increased 51.31%
1.03%
$3.427M
20,567 shares@ $166.64 avg price
WMTWalmart Inc Cmn
Recent Activity
Increased 6.02%
0.92%
$3.074M
34,027 shares@ $90.35 avg price
COSTCostco Wholesale Corporation Cmn
Recent Activity
Increased 4.22%
0.9%
$2.991M
3,265 shares@ $916.02 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -5.5%
0.89%
$2.969M
5,870 shares@ $505.83 avg price