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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 | |
|---|---|---|---|---|---|---|
26
NVR
NVR
$17.3B
| $73.2M | 0.03% |
11,112
|
|
||
27
Macy's
M
$6.29B
| $55M | 0.02% |
+3,038,355
|
|
||
|
28
Lennar Class B
LEN.B
$21B
| $20M | 0.01% |
237,703
+56,723
|
|
||
29
Jefferies Financial Group
JEF
$12.4B
| $17.9M | 0.01% |
433,558
|
|
||
30
Allegion
ALLE
$11.1B
| – | – |
-780,133
|
|
||
31
Amazon
AMZN
$2.53T
| – | – |
-2,276,000
|
|
||
32
Aon
AON
$68.4B
| – | – |
-3,602,995
|
|
||
33
Atlanta Braves Holdings Series B
BATRK
$3.31B
| – | – |
-115,428
|
|
||
34
Charter Communications
CHTR
$16.2B
| – | – |
-1,060,882
|
|
||
35
Diageo
DEO
$45.7B
| – | – |
-227,750
|
|
||
36
Liberty Latin America Class A
LILA
$1.21B
| – | – |
-2,396,665
|
|
||
|
37
Liberty Latin America Class C
LILAK
$1.2B
| – | – |
-1,284,020
|
|
||
38
Mastercard
MA
$432B
| – | – |
-3,986,648
|
|
||
39
Pool Corp
POOL
$7.13B
| – | – |
-3,068,885
|
|
||
|
40
UnitedHealth
UNH
$370B
| – | – |
-5,039,564
|
|
||
41
Visa
V
$625B
| – | – |
-8,297,460
|
|
||
42
Domino's
DPZ
$9.49B
| – | – |
-3,350,000
|
|
||
43
Liberty Media Series C
FWONK
$22.5B
| – | – |
-3,018,555
|
|
||
44
HEICO Corp Class A
HEI.A
$34.2B
| – | – |
-1,294,612
|
|
||
45
Lamar Advertising Co
LAMR
$15.6B
| – | – |
-1,202,410
|
|