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Berkeley Investment Group

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Berkeley Investment Group is a student-run value investment club at the University of California Berkeley that has a record of out-performance. This motif is constructed to contain a high exposure to the club's invested positions along with additional ideas we have come across. See more
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Invest in Thematic Portfolios
Create your own customizable basket of up to 30 stocks or ETFs for as low as $9.95.
Motif Index RTN Since Creation
Berkeley Investment Group Benchmark
Open a Motif account to view and trade this basket of stocks:
Weight Segment & Stocks Symbol 1 MO / 1 YR Return
33.3% Healthcare 65.2%
12.2% AbbVie Inc. ABBV 98.1%
10.9% Vertex Pharmaceuticals Incorporated VRTX 93.5%
6.2% 8xxxxxx 8xxxxxx 8xxxxxx 8xxxxxx 8xxx 88.8%
3.4% 8xxxxxx 8xxxxxx 8xxx 8xxx 88.8%
0.7% 8xxxxxx 8xxxxxx 8xx 8xx 8xxx 88.8%
20.4% Consumer Goods 8.9%
7.4% 8xxxx 8xx 8xxx 88.8%
6.9% 8xxxxxxxx 8xxx 8x 88.8%
6.0% 8xxx 8xxxxx 8xxx 8x 88.8%
14.0% Technology 47.0%
7.8% 8xxxxxxx 8xxxxxxxxxx 8xxxxxxx 8xxx 8xxx 88.8%
4.5% 8xxxx 8xxxx 8xxxxxxx 8xxxxxxxxxxx 8xxx 8xxx 88.8%
1.1% 8xxxxx 8xxxxxxx 8xxx 8xxx 88.8%
0.6% 8xxx 8xxx 8xxx 88.8%
13.7% Financial 24.5%
8.0% Markel Corporation MKL 12.2%
5.7% 8xxxxxxxx 8xxx 8xx 88.8%
0.1% 8xxx 8xxx 8 88.8%
8.5% Services 13.9%
7.8% 8xxxxx 8xxx 8xxx 88.8%
0.5% 8xxxxxx 8xx 88.8%
0.2% 8xxxxxxxx 8xxxxxxx 8xxx 8xxx 88.8%
3.7% Data Storage Devices 27.3%
3.7% 8xxxxxx 8xx 8xxx 88.8%
3.0% Farm & Construction Machinery 15.6%
3.0% 8xxxxxx 8xxxxxxxxxx 8xx 88.8%
2.6% Aerospace Defense Products & Services 28.1%
2.6% 8xxxxxxxxxxx 8xx 8xx 88.8%
0.6% Oil & Gas Equipment & Services 8.6%
0.6% 8xxxxxxx 8xxxxxx 8xxxx 8xxx 8xx 88.8%
0.2% Industrial Goods 55.3%
0.2% 8xxxxxxxx 8xxxxx 8xxx 8xxx 88.8%

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