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
-23.87%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$176B
AUM Growth
+$176B
(-27%)
Cap. Flow
-$1.84B
Cap. Flow
% of AUM
-1.05%
Top 10 Holdings %
Top 10 Hldgs %
84.24%
Holding
52
New
–
Increased
3
Reduced
17
Closed
2
Top Buys
| 1 |
PNC Financial Services
PNC
|
$50.4M |
| 2 |
Delta Air Lines
DAL
|
$27.9M |
| 3 |
United Airlines
UAL
|
$6.91M |
Top Sells
| 1 |
Goldman Sachs
GS
|
$1.56B |
| 2 |
JPMorgan Chase
JPM
|
$162M |
| 3 |
Travelers Companies
TRV
|
$42.8M |
| 4 |
DaVita
DVA
|
$35.7M |
| 5 |
Phillips 66
PSX
|
$25.3M |
Sector Composition
| 1 | Financials | 37.01% |
| 2 | Technology | 37.01% |
| 3 | Consumer Staples | 15.74% |
| 4 | Industrials | 2.95% |
| 5 | Healthcare | 2.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Phillips 66
PSX
$54B
| – | – | -227,436 | Closed | -$25.3M |
|
|
52
Travelers Companies
TRV
$61.1B
| – | – | -312,379 | Closed | -$42.8M |
|