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
+14.46%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$236B
AUM Growth
+$236B
(+17%)
Cap. Flow
+$90.9B
Cap. Flow
% of AUM
38.51%
Top 10 Holdings %
Top 10 Hldgs %
84.85%
Holding
53
New
9
Increased
5
Reduced
8
Closed
1
Top Buys
| 1 |
Apple
AAPL
|
$81B |
| 2 |
Verizon
VZ
|
$3.47B |
| 3 |
Chevron
CVX
|
$3.19B |
| 4 |
Bank of America
BAC
|
$2.05B |
| 5 |
AbbVie
ABBV
|
$1.86B |
Top Sells
| 1 |
Wells Fargo
WFC
|
$2.59B |
| 2 |
JPMorgan Chase
JPM
|
$2.04B |
| 3 |
Costco
COST
|
$1.31B |
| 4 |
PNC Financial Services
PNC
|
$377M |
| 5 |
B
Barrick Mining Corporation
B
|
$251M |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Liberty Latin America Class C
LILAK
$1.6B
| $11.6M | ﹤0.01% |
1,430,197
+146,177
| +11% | +$1.19M |
|
52
United Parcel Service
UPS
$72.2B
| $9.9M | ﹤0.01% |
59,400
| – | – |
|
|
53
Costco
COST
$416B
| – | – |
-4,333,363
| Closed | -$1.31B |
|