Warren BuffettBerkshire Hathaway
AUM $258B
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 (-0.9%)
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 | $1.57B | |
| 2 | $581M | |
| 3 | $566M | |
| 4 | $495M | |
| 5 | $226M |
Top Sells
| 1 | $4.1B | |
| 2 | $1.24B | |
| 3 | $1.04B | |
| 4 | $377M | |
| 5 | $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 | |
|---|---|---|---|---|---|---|---|
| $780M | 0.3% | 7,048,993 +5,119,021 | +265% | +$566M | |||
| $487M | 0.19% | 5,664,793 | – | – | |||
| $434M | 0.17% | 1,060,882 -923,377 | -47% | -$377M | |||
| $396M | 0.15% | 4,986,588 | – | – | |||
| $335M | 0.13% | 1,294,612 +132,524 | +11% | +$34.3M | |||
| $315M | 0.12% | 3,018,555 -493,445 | -14% | -$51.6M | |||
| $191M | 0.07% | 1,485,350 -27,021 | -2% | -$3.48M | |||
| $142M | 0.06% | +1,169,507 | New | +$142M | |||
| $112M | 0.04% | +780,133 | New | +$112M | |||
| $82.1M | 0.03% | 11,112 | – | – | |||
| $23.7M | 0.01% | 433,558 | – | – | |||
| $23M | 0.01% | 227,750 | – | – | |||
| $19M | 0.01% | 180,930 +28,156 | +18% | +$2.96M | |||
| $16M | 0.01% | 2,630,792 | – | – | |||
| $10.5M | ﹤0.01% | 223,645 | – | – | |||
| $7.99M | ﹤0.01% | 1,284,020 | – | – | |||
| – | – | -3,883,145 | Closed | -$1.04B |
