SL
SWF LLC Portfolio holdings
AUM
$861M
This Quarter Return
+6.19%
1 Year Return
+33.41%
3 Year Return
+94.71%
5 Year Return
+198.39%
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$79.3M |
| 2 |
US Bancorp
USB
|
$24.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class B
BRK.B
$1.08T
| $79.3M | 76.16% |
+400,000
| New | +$79.3M |
|
|
2
US Bancorp
USB
$76B
| $24.8M | 23.84% |
+463,245
| New | +$24.8M |
|