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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
-16.16%
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
$183B
AUM Growth
-$38B
(-17%)
Cap. Flow
+$684M
Cap. Flow
% of AUM
0.37%
Top 10 Holdings %
Top 10 Hldgs %
80.08%
Holding
49
New
3
Increased
7
Reduced
6
Closed
1
Top Buys
| 1 |
JPMorgan Chase
JPM
|
+$1.54B |
| 2 |
General Motors
GM
|
+$684M |
| 3 |
RHT
Red Hat Inc
RHT
|
+$662M |
| 4 |
Bank of America
BAC
|
+$513M |
| 5 |
Suncor Energy
SU
|
+$357M |
Top Sells
| 1 |
Oracle
ORCL
|
+$2.13B |
| 2 |
Wells Fargo
WFC
|
+$799M |
| 3 |
Apple
AAPL
|
+$560M |
| 4 |
United Airlines
UAL
|
+$355M |
| 5 |
Phillips 66
PSX
|
+$346M |
Sector Composition
| 1 | Financials | 45.38% |
| 2 | Technology | 22.7% |
| 3 | Consumer Staples | 18.51% |
| 4 | Industrials | 4.95% |
| 5 | Communication Services | 2.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.66T
| $39.4B | 21.51% |
998,357,316
-11,557,800
| -1% | -$560M |
|
|
2
Bank of America
BAC
$422B
| $22.1B | 12.06% |
896,167,600
+18,919,000
| +2% | +$513M |
|
|
3
Wells Fargo
WFC
$268B
| $19.7B | 10.74% |
426,768,902
-15,592,798
| -4% | -$799M |
|
4
Coca-Cola
KO
$362B
| $18.9B | 10.35% |
400,000,000
| – | – |
|
5
American Express
AXP
$242B
| $14.5B | 7.89% |
151,610,700
| – | – |
|
6
Kraft Heinz
KHC
$29.9B
| $14B | 7.66% |
325,634,818
| – | – |
|
7
US Bancorp
USB
$97.1B
| $5.91B | 3.23% |
129,308,831
+4,385,739
| +4% | +$226M |
|
|
8
JPMorgan Chase
JPM
$896B
| $4.89B | 2.67% |
50,116,394
+14,451,627
| +41% | +$1.54B |
|
|
BNY
9
Bank of New York Mellon
BNY
$104B
| $3.81B | 2.08% |
80,937,250
+3,087,774
| +4% | +$150M |
|
10
Moody's
MCO
$86.6B
| $3.45B | 1.89% |
24,669,778
| – | – |
|
11
Delta Air Lines
DAL
$56.6B
| $3.27B | 1.79% |
65,535,000
| – | – |
|
12
Goldman Sachs
GS
$309B
| $3.07B | 1.67% |
18,353,635
| – | – |
|
13
Southwest Airlines
LUV
$23.4B
| $2.55B | 1.39% |
54,847,399
-1,200,000
| -2% | -$63.7M |
|
|
14
General Motors
GM
$69.2B
| $2.42B | 1.32% |
72,269,696
+19,808,285
| +38% | +$684M |
|
15
Charter Communications
CHTR
$16.2B
| $2B | 1.09% |
7,033,499
-307,486
| -4% | -$96.4M |
|
16
DaVita
DVA
$15.1B
| $1.98B | 1.08% |
38,565,570
| – | – |
|
17
VeriSign
VRSN
$24.6B
| $1.92B | 1.05% |
12,952,745
| – | – |
|
|
18
United Airlines
UAL
$39.3B
| $1.84B | 1% |
21,938,642
-4,045,900
| -16% | -$355M |
|
|
USG
19
DELISTED
Usg
USG
| $1.66B | 0.91% |
39,002,016
| – | – |
|
20
American Airlines Group
AAL
$10.8B
| $1.4B | 0.77% |
43,700,000
| – | – |
|
21
Visa
V
$680B
| $1.39B | 0.76% |
10,562,460
| – | – |
|
|
LSXMK
22
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $1.15B | 0.63% |
40,820,815
| – | – |
|
|
23
Phillips 66
PSX
$79.5B
| $1.02B | 0.56% |
11,895,842
-3,537,182
| -23% | -$346M |
|
24
PNC Financial Services
PNC
$102B
| $966M | 0.53% |
8,263,062
+2,175,743
| +36% | +$278M |
|
25
Mastercard
MA
$475B
| $931M | 0.51% |
4,934,756
| – | – |
|
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