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
$106B
AUM Growth
+$936M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$655M
2
+$524M
3
+$299M
4
DVA icon
DaVita
DVA
+$79.9M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$60.3M

Top Sells

1
+$1.34B
2
+$344M
3
+$153M
4
STRZA
Starz - Series A
STRZA
+$84.6M

Sector Composition

1 Financials 44.11%
2 Consumer Staples 24.46%
3 Technology 15.53%
4 Energy 6.33%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$500M 0.47%
1,977,336
27
$484M 0.46%
4,333,363
28
$454M 0.43%
13,000,000
29
$430M 0.41%
4,076,325
30
$361M 0.34%
3,978,767
31
$336M 0.32%
6,221,836
32
$333M 0.32%
6,353,727
33
$306M 0.29%
8,907,964
+1,758,562
34
$303M 0.29%
4,050,000
35
$299M 0.28%
+9,081,558
36
$274M 0.26%
2,208,793
37
$204M 0.19%
3,905,875
38
$93.7M 0.09%
1,563,434
39
$85.4M 0.08%
4,646,220
40
$62M 0.06%
1,919,541
-2,622,340
41
$32.1M 0.03%
327,100
42
$20M 0.02%
578,000
43
$10.8M 0.01%
192,666
44
$5.78M 0.01%
59,400
45
$397K ﹤0.01%
8,886
1
2