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
$110B
AUM Growth
+$2.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$1.79B
2
+$662M
3
+$434M
4
USB icon
US Bancorp
USB
+$56M

Top Sells

1
+$169M
2
+$98.9M
3
+$68.8M
4
WBC
WABCO HOLDINGS INC.
WBC
+$10.6M

Sector Composition

1 Financials 45.89%
2 Consumer Staples 22.66%
3 Technology 15.2%
4 Communication Services 3.8%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$559M 0.51%
12,540,306
27
$489M 0.45%
5,229,756
28
$467M 0.43%
3,777,195
-86,000
29
$467M 0.43%
9,326,921
-1,374,189
30
$372M 0.34%
9,081,558
31
$370M 0.34%
6,353,727
32
$365M 0.33%
5,646,721
-2,618,358
33
$322M 0.29%
8,438,225
34
$287M 0.26%
11,302,222
35
$281M 0.26%
2,208,793
36
$203M 0.19%
6,228,097
37
$193M 0.18%
3,905,875
38
$144M 0.13%
5,949,240
39
$116M 0.11%
178,037
40
$114M 0.1%
1,563,434
41
$76.8M 0.07%
4,646,220
42
$36.3M 0.03%
1,825,569
43
$31.9M 0.03%
327,100
44
$23.8M 0.02%
578,000
45
$16.4M 0.02%
192,666
46
$5.76M 0.01%
59,400
47
$296K ﹤0.01%
8,886
48
– –
-1,978,895
1
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