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Berkshire Hathaway Portfolio holdings
AUM
$263B
1-Year Est. Return
16.68%
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
+3.86%
1 Year Est. Return
+16.68%
3 Year Est. Return
+59.22%
5 Year Est. Return
+100.95%
10 Year Est. Return
+340.48%
AUM
$270B
AUM Growth
+$508M
(+0.19%)
Cap. Flow
-$5.46B
Cap. Flow
% of AUM
-2.02%
Top 10 Holdings %
Top 10 Hldgs %
86.72%
Holding
48
New
1
Increased
4
Reduced
11
Closed
2
Top Buys
| 1 |
Aon
AON
|
+$902M |
| 2 |
Verizon
VZ
|
+$683M |
| 3 |
Kroger
KR
|
+$599M |
| 4 |
MRSH
Marsh
MRSH
|
+$117M |
| 5 |
RH
RH
|
+$11.8M |
Top Sells
| 1 |
Chevron
CVX
|
+$2.42B |
| 2 |
Wells Fargo
WFC
|
+$1.83B |
| 3 |
Merck
MRK
|
+$836M |
| 4 |
Synchrony
SYF
|
+$699M |
| 5 |
Liberty Global Class A
LBTYA
|
+$370M |
Sector Composition
| 1 | Technology | 41.77% |
| 2 | Financials | 31.23% |
| 3 | Consumer Staples | 13.32% |
| 4 | Communication Services | 5.07% |
| 5 | Healthcare | 3.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
STOR
26
DELISTED
STORE Capital Corporation
STOR
| $818M | 0.3% |
24,415,168
| – | – |
|
27
T-Mobile US
TMUS
$204B
| $657M | 0.24% |
5,242,000
| – | – |
|
|
LSXMA
28
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $655M | 0.24% |
20,224,950
| – | – |
|
29
StoneCo
STNE
$2.71B
| $655M | 0.24% |
10,695,448
-3,471,300
| -25% | -$271M |
|
|
MRSH
30
Marsh
MRSH
$87.5B
| $644M | 0.24% |
5,287,526
+1,019,701
| +24% | +$117M |
|
31
Globe Life
GL
$13.9B
| $614M | 0.23% |
6,353,727
| – | – |
|
32
Teva Pharmaceuticals
TEVA
$37.5B
| $494M | 0.18% |
42,789,295
| – | – |
|
33
Axalta
AXTA
$6.86B
| $411M | 0.15% |
13,887,037
-9,532,963
| -41% | -$273M |
|
34
SiriusXM
SIRI
$10.3B
| $266M | 0.1% |
4,365,880
-634,120
| -13% | -$38.7M |
|
35
Liberty Global Class C
LBTYK
$3.56B
| $188M | 0.07% |
7,346,968
| – | – |
|
36
Biogen
BIIB
$30.9B
| $180M | 0.07% |
643,022
| – | – |
|
|
37
Liberty Global Class A
LBTYA
$3.69B
| $86.2M | 0.03% |
3,359,831
-14,650,169
| -81% | -$370M |
|
38
Johnson & Johnson
JNJ
$621B
| $53.8M | 0.02% |
327,100
| – | – |
|
39
Procter & Gamble
PG
$345B
| $42.7M | 0.02% |
315,400
| – | – |
|
40
Mondelez International
MDLZ
$76.8B
| $33.8M | 0.01% |
578,000
| – | – |
|
41
Liberty Latin America Class A
LILA
$1.51B
| $33.8M | 0.01% |
3,872,526
| – | – |
|
|
42
Wells Fargo
WFC
$268B
| $26.4M | 0.01% |
675,054
-51,748,813
| -99% | -$1.83B |
|
|
43
Liberty Latin America Class C
LILAK
$1.5B
| $16.7M | 0.01% |
1,412,422
| – | – |
|
44
Vanguard S&P 500 ETF
VOO
$982B
| $15.7M | 0.01% |
43,000
| – | – |
|
45
State Street SPDR S&P 500 ETF Trust
SPY
$781B
| $15.6M | 0.01% |
39,400
| – | – |
|
46
United Parcel Service
UPS
$96B
| $10.1M | ﹤0.01% |
59,400
| – | – |
|
47
Suncor Energy
SU
$72.3B
| – | – |
-13,849,207
| Closed | -$232M |
|
|
48
Synchrony
SYF
$24.6B
| – | – |
-20,128,000
| Closed | -$699M |
|
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