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
$92B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$761M
2
+$85.3M
3
+$30.7M
4
SU icon
Suncor Energy
SU
+$8.61M
5
VRSN icon
VeriSign
VRSN
+$3.26M

Top Sells

1
+$736M
2
+$56.7M
3
+$45.5M
4
SNY icon
Sanofi
SNY
+$7.99M

Sector Composition

1 Financials 40.7%
2 Consumer Staples 26.47%
3 Technology 16.68%
4 Energy 7.93%
5 Healthcare 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$449M 0.49%
1,977,336
27
$343M 0.37%
4,076,325
28
$324M 0.35%
3,978,767
29
$306M 0.33%
6,353,727
30
$297M 0.32%
6,221,836
31
$272M 0.3%
4,050,000
32
$198M 0.21%
3,905,875
-157,800
33
$158M 0.17%
5,622,340
34
$102M 0.11%
1,563,434
35
$66.3M 0.07%
4,646,220
36
$28.4M 0.03%
327,100
37
$24.6M 0.03%
547,312
38
$18.2M 0.02%
578,000
39
$17.4M 0.02%
276,655
-904,162
40
$14.1M 0.02%
122,881
41
$10.1M 0.01%
192,666
42
$5.43M 0.01%
59,400
43
$235K ﹤0.01%
8,886
1
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