Berkshire Hathaway Portfolio holdings
AUM
$258B
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 Quarter Return
+16.58%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$242B
AUM Growth
+$242B
(+13%)
Cap. Flow
-$5.42B
Cap. Flow
% of AUM
-2.24%
Top 10 Holdings %
Top 10 Hldgs %
82.46%
Holding
52
New
4
Increased
4
Reduced
8
Closed
–
Top Buys
| 1 |
Kroger
KR
|
$549M |
| 2 |
Occidental Petroleum
OXY
|
$472M |
| 3 |
Biogen
BIIB
|
$192M |
| 4 |
Suncor Energy
SU
|
$140M |
| 5 |
RH
RH
|
$107M |
Top Sells
| 1 |
Wells Fargo
WFC
|
$2.97B |
| 2 |
Goldman Sachs
GS
|
$1.46B |
| 3 |
Apple
AAPL
|
$1.08B |
| 4 |
Travelers Companies
TRV
|
$773M |
| 5 |
Phillips 66
PSX
|
$552M |
Sector Composition
| 1 | Financials | 43.31% |
| 2 | Technology | 31.01% |
| 3 | Consumer Staples | 14.25% |
| 4 | Industrials | 4.21% |
| 5 | Consumer Discretionary | 1.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
SPDR S&P 500 ETF Trust
SPY
$658B
| $12.7M | 0.01% | +39,400 | New | +$12.7M |
|
52
United Parcel Service
UPS
$74.1B
| $6.95M | ﹤0.01% | 59,400 | – | – |
|