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
+1.36%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$178B
AUM Growth
+$178B
(+9.6%)
Cap. Flow
+$15B
Cap. Flow
% of AUM
8.43%
Top 10 Holdings %
Top 10 Hldgs %
79.47%
Holding
48
New
1
Increased
3
Reduced
3
Closed
1
Top Buys
| 1 |
Bank of America
BAC
|
$17.2B |
| 2 |
Apple
AAPL
|
$601M |
| 3 |
Synchrony
SYF
|
$104M |
| 4 |
MON
Monsanto Co
MON
|
$99.7M |
Top Sells
| 1 |
IBM
IBM
|
$2.47B |
| 2 |
Charter Communications
CHTR
|
$347M |
| 3 |
Wells Fargo
WFC
|
$207M |
| 4 |
WBC
WABCO HOLDINGS INC.
WBC
|
$8.06M |
Sector Composition
| 1 | Financials | 41.43% |
| 2 | Consumer Staples | 24.87% |
| 3 | Technology | 15.43% |
| 4 | Industrials | 5.24% |
| 5 | Energy | 4.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Wells Fargo
WFC
$263B
| $25.6B | 14.41% | 464,232,268 -3,755,002 | -0.8% | -$207M |
|
2
Kraft Heinz
KHC
$33.1B
| $25.3B | 14.21% | 325,634,818 | – | – |
|
|
3
Apple
AAPL
$3.45T
| $20.7B | 11.63% | 134,092,782 +3,900,822 | +3% | +$601M |
|
4
Coca-Cola
KO
$297B
| $18B | 10.13% | 400,000,000 | – | – |
|
|
5
Bank of America
BAC
$376B
| $17.2B | 9.68% | +679,000,000 | New | +$17.2B |
|
6
American Express
AXP
$231B
| $13.7B | 7.72% | 151,610,700 | – | – |
|
7
Phillips 66
PSX
$54B
| $7.39B | 4.16% | 80,689,892 | – | – |
|
|
8
IBM
IBM
$227B
| $5.37B | 3.02% | 37,026,698 -17,057,975 | -32% | -$2.47B |
|
9
US Bancorp
USB
$76B
| $4.56B | 2.57% | 85,063,167 | – | – |
|
10
Moody's
MCO
$91.4B
| $3.43B | 1.93% | 24,669,778 | – | – |
|
|
11
Charter Communications
CHTR
$36.3B
| $3.09B | 1.74% | 8,489,391 -954,100 | -10% | -$347M |
|
12
Southwest Airlines
LUV
$17.3B
| $2.67B | 1.5% | 47,659,456 | – | – |
|
13
Bank of New York Mellon
BK
$74.5B
| $2.66B | 1.5% | 50,229,588 | – | – |
|
14
Goldman Sachs
GS
$226B
| $2.6B | 1.46% | 10,959,519 | – | – |
|
15
Delta Air Lines
DAL
$40.3B
| $2.56B | 1.44% | 53,110,395 | – | – |
|
16
General Motors
GM
$55.8B
| $2.42B | 1.36% | 60,000,000 | – | – |
|
17
DaVita
DVA
$9.85B
| $2.29B | 1.29% | 38,565,570 | – | – |
|
18
American Airlines Group
AAL
$8.82B
| $2.23B | 1.26% | 47,000,000 | – | – |
|
19
United Airlines
UAL
$34B
| $1.72B | 0.97% | 28,211,563 | – | – |
|
20
VeriSign
VRSN
$25.5B
| $1.38B | 0.78% | 12,952,745 | – | – |
|
|
LSXMK
21
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $1.3B | 0.73% | 31,090,985 | – | – |
|
|
USG
22
DELISTED
Usg
USG
| $1.27B | 0.72% | 39,002,016 | – | – |
|
23
Visa
V
$683B
| $1.11B | 0.63% | 10,562,460 | – | – |
|
|
MON
24
DELISTED
Monsanto Co
MON
| $1.06B | 0.6% | 8,873,469 +831,685 | +10% | +$99.7M |
|
25
M&T Bank
MTB
$31.5B
| $867M | 0.49% | 5,382,040 | – | – |
|