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Berkshire Hathaway Portfolio holdings
AUM
$263B
1-Year Est. Return
16.68%
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
+1.83%
1 Year Est. Return
+16.68%
3 Year Est. Return
+59.22%
5 Year Est. Return
+100.95%
10 Year Est. Return
+340.48%
AUM
$130B
AUM Growth
+$1.14B
(+0.88%)
Cap. Flow
-$361M
Cap. Flow
% of AUM
-0.28%
Top 10 Holdings %
Top 10 Hldgs %
84.12%
Holding
49
New
2
Increased
5
Reduced
8
Closed
–
Top Buys
Top Sells
| 1 |
Walmart Inc
WMT
|
+$1.04B |
| 2 |
Liberty Media Series C
FWONK
|
+$449M |
| 3 |
Liberty Media Series A
FWONA
|
+$239M |
| 4 |
Charter Communications
CHTR
|
+$213M |
| 5 |
Suncor Energy
SU
|
+$212M |
Sector Composition
| 1 | Consumer Staples | 39.02% |
| 2 | Financials | 32.63% |
| 3 | Technology | 11.49% |
| 4 | Energy | 5.68% |
| 5 | Communication Services | 3.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Kraft Heinz
KHC
$29.9B
| $28.8B | 22.21% |
325,634,818
| – | – |
|
2
Wells Fargo
WFC
$268B
| $22.7B | 17.5% |
479,704,270
| – | – |
|
3
Coca-Cola
KO
$362B
| $18.1B | 13.98% |
400,000,000
| – | – |
|
4
IBM
IBM
$273B
| $12.3B | 9.51% |
84,968,989
| – | – |
|
5
American Express
AXP
$242B
| $9.21B | 7.1% |
151,610,700
| – | – |
|
6
Phillips 66
PSX
$79.5B
| $6.25B | 4.82% |
78,782,000
+3,231,255
| +4% | +$264M |
|
7
US Bancorp
USB
$97.1B
| $3.43B | 2.64% |
85,063,167
| – | – |
|
8
DaVita
DVA
$15.1B
| $2.98B | 2.3% |
38,565,570
| – | – |
|
|
9
Walmart Inc
WMT
$913B
| $2.94B | 2.26% |
120,679,206
-45,028,383
| -27% | -$1.04B |
|
10
Moody's
MCO
$86.6B
| $2.31B | 1.78% |
24,669,778
| – | – |
|
|
11
Charter Communications
CHTR
$16.2B
| $2.13B | 1.65% |
9,337,491
-989,312
| -10% | -$213M |
|
12
Deere & Co
DE
$158B
| $1.78B | 1.37% |
21,959,246
-1,321,748
| -6% | -$108M |
|
13
Goldman Sachs
GS
$309B
| $1.63B | 1.26% |
10,959,519
| – | – |
|
14
Apple
AAPL
$4.66T
| $1.46B | 1.12% |
60,910,808
+21,663,820
| +55% | +$538M |
|
15
General Motors
GM
$69.2B
| $1.42B | 1.09% |
50,000,000
| – | – |
|
16
VeriSign
VRSN
$24.6B
| $1.12B | 0.86% |
12,952,745
-32,255
| -0.2% | -$2.78M |
|
|
USG
17
DELISTED
Usg
USG
| $1.05B | 0.81% |
39,002,016
| – | – |
|
18
Verizon
VZ
$178B
| $838M | 0.65% |
15,000,928
| – | – |
|
|
BNY
19
Bank of New York Mellon
BNY
$104B
| $809M | 0.62% |
20,827,212
| – | – |
|
20
Visa
V
$680B
| $759M | 0.59% |
10,239,160
| – | – |
|
21
Costco
COST
$411B
| $681M | 0.52% |
4,333,363
| – | – |
|
22
M&T Bank
MTB
$35.5B
| $636M | 0.49% |
5,382,040
| – | – |
|
23
Axalta
AXTA
$6.86B
| $619M | 0.48% |
23,324,000
| – | – |
|
|
24
Suncor Energy
SU
$72.3B
| $618M | 0.48% |
22,275,381
-7,724,619
| -26% | -$212M |
|
|
LSXMK
25
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $617M | 0.48% |
+26,258,940
| New | +$627M |
|
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