Warren Buffett Berkshire Hathaway
AUM
$258B
1-Year Return
11.56%
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 Quarter Return
+1.48%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$258B
AUM Growth
-$2.29B
(-0.88%)
Cap. Flow
-$3.16B
Cap. Flow
% of AUM
-1.23%
Top 10 Holdings %
Top 10 Hldgs %
87.29%
Holding
42
New
3
Increased
8
Reduced
6
Closed
1
Top Buys
| 1 |
UnitedHealth
UNH
|
+$1.57B |
| 2 |
Pool Corp
POOL
|
+$581M |
| 3 |
Lennar Class A
LEN
|
+$566M |
| 4 |
Chevron
CVX
|
+$495M |
| 5 |
Constellation Brands
STZ
|
+$226M |
Top Sells
| 1 |
Apple
AAPL
|
+$4.1B |
| 2 |
Bank of America
BAC
|
+$1.24B |
| 3 |
T-Mobile US
TMUS
|
+$1.04B |
| 4 |
Charter Communications
CHTR
|
+$377M |
| 5 |
DaVita
DVA
|
+$192M |
Sector Composition
| 1 | Financials | 41.37% |
| 2 | Technology | 23.8% |
| 3 | Consumer Staples | 16.5% |
| 4 | Energy | 11.11% |
| 5 | Healthcare | 2.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.64T
| $57.4B | 22.31% |
280,000,000
-20,000,000
|
|
||
2
American Express
AXP
$220B
| $48.4B | 18.78% |
151,610,700
|
|
||
|
3
Bank of America
BAC
$360B
| $28.6B | 11.12% |
605,267,375
-26,306,156
|
|
||
4
Coca-Cola
KO
$289B
| $28.3B | 10.99% |
400,000,000
|
|
||
|
5
Chevron
CVX
$300B
| $17.5B | 6.79% |
122,064,792
+3,454,258
|
|
||
6
Moody's
MCO
$86.8B
| $12.4B | 4.81% |
24,669,778
|
|
||
7
Occidental Petroleum
OXY
$41.5B
| $11.1B | 4.32% |
264,941,431
|
|
||
8
Kraft Heinz
KHC
$29.8B
| $8.41B | 3.26% |
325,634,818
|
|
||
9
Chubb
CB
$113B
| $7.83B | 3.04% |
27,033,784
|
|
||
|
10
DaVita
DVA
$8.87B
| $4.81B | 1.87% |
33,796,541
-1,345,938
|
|
||
11
VeriSign
VRSN
$24.4B
| $3.84B | 1.49% |
13,289,880
|
|
||
12
Kroger
KR
$44.9B
| $3.59B | 1.39% |
50,000,000
|
|
||
13
Visa
V
$667B
| $2.95B | 1.14% |
8,297,460
|
|
||
14
SiriusXM
SIRI
$7.05B
| $2.75B | 1.07% |
119,776,692
|
|
||
15
Mastercard
MA
$504B
| $2.24B | 0.87% |
3,986,648
|
|
||
16
Amazon
AMZN
$2.31T
| $2.19B | 0.85% |
10,000,000
|
|
||
|
17
Constellation Brands
STZ
$24.7B
| $2.18B | 0.85% |
13,400,000
+1,391,000
|
|
||
|
18
UnitedHealth
UNH
$321B
| $1.57B | 0.61% |
+5,039,564
|
|
||
19
Capital One
COF
$129B
| $1.52B | 0.59% |
7,150,000
|
|
||
20
Aon
AON
$77.7B
| $1.46B | 0.57% |
4,100,000
|
|
||
21
Domino's
DPZ
$13.8B
| $1.19B | 0.46% |
2,633,868
+13,255
|
|
||
22
Ally Financial
ALLY
$11.4B
| $1.13B | 0.44% |
29,000,000
|
|
||
|
23
Pool Corp
POOL
$10.8B
| $1.01B | 0.39% |
3,458,885
+1,994,885
|
|
||
24
Liberty Live Group Series C
LLYVK
$8.14B
| $886M | 0.34% |
10,917,661
|
|
||
25
Nucor
NUE
$30.7B
| $857M | 0.33% |
6,614,112
+857,602
|
|