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Warren Buffett Berkshire Hathaway
AUM
$263B
1-Year Est. Return
16.68%
Warren Buffett is one of the world’s most renowned investors and business magnates, often referred to as the “Oracle of Omaha”. As the chairman and CEO of Berkshire Hathaway, he has spent decades building his fortune and reputation through value investing, a strategy focused on purchasing undervalued companies with strong fundamentals.
This Fund
S&P 500
1 Year Est. Return
+16.68%
AUM
$263B
AUM Growth
-$11.1B
(-4%)
Holding
45
Top Buys
| 1 | +$11.4B | |
| 2 | +$2.68B | |
| 3 | +$1.13B | |
| 4 |
New York Times
NYT
|
+$763M |
| 5 |
Lennar Class A
LEN
|
+$329M |
Top Sells
| 1 | +$8.35B | |
| 2 | +$2.91B | |
| 3 | +$2.28B | |
| 4 |
Constellation Brands
STZ
|
+$1.91B |
| 5 |
UnitedHealth
UNH
|
+$1.66B |
Sector Composition
| 1 | Financials | 36.22% |
| 2 | Technology | 22.83% |
| 3 | Consumer Staples | 15.76% |
| 4 | Energy | 13.18% |
| 5 | Communication Services | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.38T
| $57.8B | 21.99% |
227,917,808
|
|
||
2
American Express
AXP
$230B
| $45.9B | 17.43% |
151,610,700
|
|
||
3
Coca-Cola
KO
$345B
| $30.4B | 11.56% |
400,000,000
|
|
||
4
Bank of America
BAC
$410B
| $25B | 9.52% |
513,624,165
-3,671,769
|
|
||
5
Chevron
CVX
$351B
| $17.5B | 6.64% |
84,375,856
-45,780,506
|
|
||
6
Occidental Petroleum
OXY
$52.1B
| $17.2B | 6.55% |
264,941,431
|
|
||
7
Alphabet (Google) Class A
GOOGL
$4.23T
| $15.6B | 5.93% |
54,249,798
+36,403,656
|
|
||
8
Chubb
CB
$129B
| $11.2B | 4.24% |
34,249,183
|
|
||
9
Moody's
MCO
$77.6B
| $10.8B | 4.09% |
24,669,778
|
|
||
10
Kraft Heinz
KHC
$26.6B
| $7.32B | 2.78% |
325,634,818
|
|
||
11
DaVita
DVA
$13.6B
| $4.63B | 1.76% |
30,100,585
-1,658,480
|
|
||
12
Kroger
KR
$35.1B
| $3.62B | 1.38% |
50,000,000
|
|
||
13
SiriusXM
SIRI
$9.44B
| $2.88B | 1.09% |
124,807,117
|
|
||
14
Delta Air Lines
DAL
$56.9B
| $2.65B | 1.01% |
+39,809,456
|
|
||
15
VeriSign
VRSN
$22.6B
| $2.23B | 0.85% |
8,989,880
|
|
||
16
Capital One
COF
$123B
| $1.3B | 0.5% |
7,150,000
|
|
||
|
17
New York Times
NYT
$11.9B
| $1.27B | 0.48% |
15,146,535
+10,080,791
|
|
||
18
Ally Financial
ALLY
$13.9B
| $1.14B | 0.43% |
29,000,000
|
|
||
|
19
Alphabet (Google) Class C
GOOG
$4.22T
| $1.03B | 0.39% |
+3,585,215
|
|
||
20
Liberty Live Group Series C
LLYVK
$9.08B
| $996M | 0.38% |
10,587,143
-330,518
|
|
||
|
21
Lennar Class A
LEN
$21.6B
| $877M | 0.33% |
10,099,642
+3,048,692
|
|
||
22
Nucor
NUE
$54.5B
| $661M | 0.25% |
3,907,075
-2,500,674
|
|
||
|
23
Liberty Live Group Series A
LLYVA
$8.79B
| $457M | 0.17% |
4,986,588
|
|
||
24
Louisiana-Pacific
LPX
$5.16B
| $412M | 0.16% |
5,664,793
|
|
||
|
25
Constellation Brands
STZ
$24.4B
| $94.9M | 0.04% |
632,890
-12,367,110
|
|