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% |
