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
$258B
AUM Growth
-$2.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1 +$1.93B
2 +$603M
3 +$555M
4
CVX icon
Chevron
CVX
+$487M
5
STZ icon
Constellation Brands
STZ
+$249M

Top Sells

1 +$4.04B
2 +$1.11B
3 +$1.04B
4
CHTR icon
Charter Communications
CHTR
+$353M
5
DVA icon
DaVita
DVA
+$191M

Sector Composition

1 Financials 41.37%
2 Technology 23.8%
3 Consumer Staples 16.5%
4 Energy 11.11%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$780M 0.3%
7,048,993
+5,119,021
27
$487M 0.19%
5,664,793
28
$434M 0.17%
1,060,882
-923,377
29
$396M 0.15%
4,986,588
30
$335M 0.13%
1,294,612
+132,524
31
$315M 0.12%
3,018,555
-493,445
32
$191M 0.07%
1,485,350
-27,021
33
$142M 0.06%
+1,169,507
34
$112M 0.04%
+780,133
35
$82.1M 0.03%
11,112
36
$23.7M 0.01%
433,558
37
$23M 0.01%
227,750
38
$19M 0.01%
180,930
+28,156
39
$16M 0.01%
2,630,792
40
$10.5M ﹤0.01%
223,645
41
$7.99M ﹤0.01%
1,284,020
42
-3,883,145