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
$109B
AUM Growth
+$959M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$1.04B
2
+$843M
3
+$329M
4
CHTR icon
Charter Communications
CHTR
+$208M
5
PCP
PRECISION CASTPARTS CORP
PCP
+$186M

Top Sells

1
+$3.87B
2
+$90.5M
3
+$73.7M
4
BK icon
Bank of New York Mellon
BK
+$55.4M
5
FWONA icon
Liberty Media Series A
FWONA
+$45.3M

Sector Composition

1 Financials 46.6%
2 Consumer Staples 25.25%
3 Technology 14.45%
4 Communication Services 3.62%
5 Healthcare 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$471M 0.43%
6,567,600
+365,200
27
$465M 0.43%
5,399,756
+684,356
28
$449M 0.41%
10,701,110
29
$427M 0.39%
4,076,325
30
$355M 0.32%
9,081,558
31
$345M 0.32%
5,258,385
-1,123,975
32
$344M 0.31%
6,353,727
33
$329M 0.3%
+8,438,225
34
$280M 0.26%
11,302,222
-3,650,618
35
$267M 0.24%
2,208,793
36
$182M 0.17%
+4,747,397
37
$178M 0.16%
3,905,875
38
$141M 0.13%
5,949,240
-1,909,706
39
$100M 0.09%
1,563,434
40
$92.9M 0.09%
178,037
41
$77.7M 0.07%
4,646,220
42
$47M 0.04%
1,825,569
43
$34.2M 0.03%
327,100
44
$21M 0.02%
578,000
45
$12.1M 0.01%
192,666
46
$6.6M 0.01%
59,400
47
$327K ﹤0.01%
8,886
48
– –
-471,994
49
– –
-41,129,643
50
– –
-449,489
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