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
+2.99%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$132B
AUM Growth
+$132B
(+3.5%)
Cap. Flow
+$840M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
81.63%
Holding
49
New
1
Increased
4
Reduced
2
Closed
1
Top Buys
| 1 |
Wells Fargo
WFC
|
$512M |
| 2 |
Deere & Co
DE
|
$445M |
| 3 |
Kinder Morgan
KMI
|
$396M |
| 4 |
Liberty Global Class A
LBTYA
|
$24.9M |
| 5 |
Axalta
AXTA
|
$3.32M |
Top Sells
| 1 |
AT&T
T
|
$439M |
| 2 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$78.7M |
| 3 |
WBC
WABCO HOLDINGS INC.
WBC
|
$23.3M |
Sector Composition
| 1 | Consumer Staples | 37.38% |
| 2 | Financials | 36.27% |
| 3 | Technology | 9.32% |
| 4 | Communication Services | 4.73% |
| 5 | Energy | 4.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Wells Fargo
WFC
$263B
| $26.1B | 19.78% | 479,704,270 +9,411,911 | +2% | +$512M |
|
2
Kraft Heinz
KHC
$33.1B
| $23.7B | 17.97% | 325,634,818 | – | – |
|
3
Coca-Cola
KO
$297B
| $17.2B | 13.03% | 400,000,000 | – | – |
|
4
IBM
IBM
$227B
| $11.2B | 8.46% | 81,033,450 | – | – |
|
5
American Express
AXP
$231B
| $10.5B | 8% | 151,610,700 | – | – |
|
6
Phillips 66
PSX
$54B
| $5.03B | 3.81% | 61,486,926 | – | – |
|
7
Procter & Gamble
PG
$368B
| $4.19B | 3.18% | 52,793,078 | – | – |
|
8
US Bancorp
USB
$76B
| $3.63B | 2.75% | 85,063,167 | – | – |
|
9
Walmart
WMT
$774B
| $3.44B | 2.61% | 56,185,293 | – | – |
|
10
DaVita
DVA
$9.85B
| $2.69B | 2.04% | 38,565,570 | – | – |
|
11
Moody's
MCO
$91.4B
| $2.48B | 1.88% | 24,669,778 | – | – |
|
12
Goldman Sachs
GS
$226B
| $1.98B | 1.5% | 10,959,519 | – | – |
|
13
Charter Communications
CHTR
$36.3B
| $1.88B | 1.43% | 10,281,603 | – | – |
|
|
14
Deere & Co
DE
$130B
| $1.75B | 1.32% | 22,884,150 +5,832,040 | +34% | +$445M |
|
15
General Motors
GM
$55.8B
| $1.7B | 1.29% | 50,000,000 | – | – |
|
|
16
AT&T
T
$209B
| $1.6B | 1.22% | 46,577,138 -12,743,618 | -21% | -$439M |
|
17
VeriSign
VRSN
$25.5B
| $1.13B | 0.86% | 12,985,000 | – | – |
|
|
PCP
18
DELISTED
PRECISION CASTPARTS CORP
PCP
| $975M | 0.74% | 4,200,792 | – | – |
|
|
USG
19
DELISTED
Usg
USG
| $947M | 0.72% | 39,002,016 | – | – |
|
20
Bank of New York Mellon
BK
$74.5B
| $829M | 0.63% | 20,112,212 | – | – |
|
21
Suncor Energy
SU
$50.1B
| $774M | 0.59% | 30,000,000 | – | – |
|
22
Visa
V
$683B
| $767M | 0.58% | 9,885,160 | – | – |
|
23
Costco
COST
$418B
| $700M | 0.53% | 4,333,363 | – | – |
|
24
Verizon
VZ
$186B
| $693M | 0.53% | 15,000,928 | – | – |
|
25
M&T Bank
MTB
$31.5B
| $652M | 0.49% | 5,382,040 | – | – |
|