Warren Buffett Berkshire Hathaway
AUM
$274B
1-Year Est. Return
13.76%
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
+13.76%
AUM
$274B
AUM Growth
+$6.83B
(+2.6%)
Holding
42
Top Buys
| 1 | +$1.23B | |
| 2 | +$853M | |
| 3 | +$314M | |
| 4 |
Domino's
DPZ
|
+$153M |
| 5 |
Lamar Advertising Co
LAMR
|
+$37.6K |
Top Sells
| 1 | +$2.76B | |
| 2 | +$2.68B | |
| 3 | +$1.77B | |
| 4 |
Aon
AON
|
+$174M |
| 5 |
Pool Corp
POOL
|
+$101M |
Sector Composition
| 1 | Financials | 42.81% |
| 2 | Technology | 23.4% |
| 3 | Consumer Staples | 14.88% |
| 4 | Energy | 11.21% |
| 5 | Communication Services | 3.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.64T
| $62B | 22.6% |
227,917,808
-10,294,956
|
|
||
2
American Express
AXP
$203B
| $56.1B | 20.46% |
151,610,700
|
|
||
3
Bank of America
BAC
$338B
| $28.5B | 10.38% |
517,295,934
-50,774,078
|
|
||
4
Coca-Cola
KO
$322B
| $28B | 10.2% |
400,000,000
|
|
||
5
Chevron
CVX
$400B
| $19.8B | 7.24% |
130,156,362
+8,091,570
|
|
||
6
Moody's
MCO
$77.5B
| $12.6B | 4.6% |
24,669,778
|
|
||
7
Occidental Petroleum
OXY
$59.9B
| $10.9B | 3.97% |
264,941,431
|
|
||
8
Chubb
CB
$126B
| $10.7B | 3.9% |
34,249,183
+2,916,288
|
|
||
9
Kraft Heinz
KHC
$25.5B
| $7.9B | 2.88% |
325,634,818
|
|
||
10
Alphabet (Google) Class A
GOOGL
$3.64T
| $5.59B | 2.04% |
17,846,142
|
|
||
11
DaVita
DVA
$9.98B
| $3.61B | 1.32% |
31,759,065
-401,514
|
|
||
12
Kroger
KR
$44.9B
| $3.12B | 1.14% |
50,000,000
|
|
||
13
Visa
V
$580B
| $2.91B | 1.06% |
8,297,460
|
|
||
14
SiriusXM
SIRI
$7.36B
| $2.5B | 0.91% |
124,807,117
|
|
||
15
Mastercard
MA
$443B
| $2.28B | 0.83% |
3,986,648
|
|
||
16
VeriSign
VRSN
$22.1B
| $2.18B | 0.8% |
8,989,880
|
|
||
17
Constellation Brands
STZ
$25.9B
| $1.79B | 0.65% |
13,000,000
-400,000
|
|
||
18
Capital One
COF
$113B
| $1.73B | 0.63% |
7,150,000
|
|
||
19
UnitedHealth
UNH
$250B
| $1.66B | 0.61% |
5,039,564
|
|
||
|
20
Domino's
DPZ
$12.6B
| $1.4B | 0.51% |
3,350,000
+368,055
|
|
||
21
Ally Financial
ALLY
$11.9B
| $1.31B | 0.48% |
29,000,000
|
|
||
|
22
Aon
AON
$69.8B
| $1.27B | 0.46% |
3,602,995
-497,005
|
|
||
23
Nucor
NUE
$36.1B
| $1.05B | 0.38% |
6,407,749
|
|
||
24
Liberty Live Group Series C
LLYVK
$8.28B
| $908M | 0.33% |
10,917,661
|
|
||
25
Lennar Class A
LEN
$22.4B
| $725M | 0.26% |
7,050,950
|
|