Warren Buffett

Warren Buffett Berkshire Hathaway

AUM $267B
1-Year Est. Return 11.78%
 

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 Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267B
AUM Growth
+$9.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1 +$4.34B
2 +$1.21B
3 +$150M
4
SIRI icon
SiriusXM
SIRI
+$117M
5
LAMR icon
Lamar Advertising Co
LAMR
+$3.99M

Top Sells

1 +$10.6B
2 +$1.92B
3 +$1.2B
4
DVA icon
DaVita
DVA
+$217M
5
DHI icon
D.R. Horton
DHI
+$191M

Sector Composition

1 Financials 40.96%
2 Technology 23.63%
3 Consumer Staples 15.04%
4 Energy 11.77%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LEN icon
26
Lennar Class A
LEN
$33B
$889M 0.33%
7,050,950
+1,957
NUE icon
27
Nucor
NUE
$36B
$868M 0.32%
6,407,749
-206,363
LPX icon
28
Louisiana-Pacific
LPX
$5.66B
$503M 0.19%
5,664,793
LLYVA icon
29
Liberty Live Group Series A
LLYVA
$6.96B
$470M 0.18%
4,986,588
HEI.A icon
30
HEICO Corp Class A
HEI.A
$33.8B
$329M 0.12%
1,294,612
FWONK icon
31
Liberty Media Series C
FWONK
$23.6B
$315M 0.12%
3,018,555
CHTR icon
32
Charter Communications
CHTR
$26.1B
$292M 0.11%
1,060,882
LAMR icon
33
Lamar Advertising Co
LAMR
$13.5B
$147M 0.06%
1,202,110
+32,603
ALLE icon
34
Allegion
ALLE
$14.2B
$138M 0.05%
780,133
NVR icon
35
NVR
NVR
$20.2B
$89.3M 0.03%
11,112
JEF icon
36
Jefferies Financial Group
JEF
$11.8B
$28.4M 0.01%
433,558
LILA icon
37
Liberty Latin America Class A
LILA
$1.71B
$21.8M 0.01%
2,630,792
DEO icon
38
Diageo
DEO
$50.7B
$21.7M 0.01%
227,750
LEN.B icon
39
Lennar Class B
LEN.B
$30.8B
$21.7M 0.01%
180,980
+50
LILAK icon
40
Liberty Latin America Class C
LILAK
$1.73B
$10.8M ﹤0.01%
1,284,020
BATRK icon
41
Atlanta Braves Holdings Series B
BATRK
$2.44B
$9.3M ﹤0.01%
223,645
DHI icon
42
D.R. Horton
DHI
$44.9B
-1,485,350