Berkshire Hathaway

Berkshire Hathaway Portfolio holdings

AUM $274B
1-Year Est. Return 13.76%
 

Berkshire Hathaway is an American multinational conglomerate holding company headquartered in Omaha, Nebraska. Chaired by legendary investor Warren Buffett, it is known for its diverse range of subsidiaries and investments—spanning industries such as insurance, rail transportation, energy, manufacturing, and retail. Over the decades, Berkshire’s patient and value-oriented approach to investing has earned it a reputation for long-term stability and significant growth, turning it into one of the largest and most influential corporations in the world.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236B
AUM Growth
+$33.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.72B
2
+$3.39B
3
+$2.12B
4
ABBV icon
AbbVie
ABBV
+$2B
5
MRK icon
Merck
MRK
+$1.84B

Top Sells

1
+$3.96B
2
+$2.72B
3
+$2.09B
4
COST icon
Costco
COST
+$1.31B
5
PNC icon
PNC Financial Services
PNC
+$369M

Sector Composition

1 Technology 48.43%
2 Financials 26.46%
3 Consumer Staples 12.9%
4 Healthcare 3.97%
5 Communication Services 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$670M 0.28%
24,415,168
27
$654M 0.28%
1,708,348
28
$527M 0.22%
20,128,000
29
$519M 0.22%
23,420,000
-650,000
30
$508M 0.22%
6,353,727
31
$493M 0.21%
20,224,950
32
$386M 0.16%
+3,366,507
33
$386M 0.16%
42,789,295
34
$378M 0.16%
18,010,000
-1,300,000
35
$337M 0.14%
12,000,000
-8,918,701
36
$276M 0.12%
+2,413,156
37
$269M 0.11%
2,919,613
-1,616,561
38
$268M 0.11%
5,000,000
39
$235M 0.1%
19,201,525
40
$211M 0.09%
1,919,827
-3,430,759
41
$182M 0.08%
643,022
42
$151M 0.06%
7,346,968
43
$136M 0.06%
+3,912,216
44
$93.1M 0.04%
967,267
-21,241,160
45
$48.7M 0.02%
327,100
46
$43.8M 0.02%
315,400
47
$33.2M 0.01%
578,000
48
$21.7M 0.01%
2,630,792
-160,478
49
$13.2M 0.01%
43,000
50
$13.2M 0.01%
39,400
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