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
$127B
AUM Growth
+$17.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$23B
2
+$2.44B
3
+$1.93B
4
CHTR icon
Charter Communications
CHTR
+$311M
5
GM icon
General Motors
GM
+$270M

Top Sells

1
+$2.91B
2
+$365M
3
+$291M
4
GS icon
Goldman Sachs
GS
+$291M
5
WMT icon
Walmart
WMT
+$272M

Sector Composition

1 Consumer Staples 37.03%
2 Financials 36.23%
3 Technology 9.94%
4 Communication Services 4.97%
5 Energy 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$588M 0.46%
23,199,474
+3,199,474
27
$530M 0.42%
21,737,362
+10,435,140
28
$513M 0.4%
13,703,049
+1,162,743
29
$471M 0.37%
5,229,756
30
$373M 0.29%
3,559,189
-218,006
31
$358M 0.28%
6,353,727
32
$303M 0.24%
8,438,225
33
$301M 0.24%
8,463,707
-617,851
34
$279M 0.22%
11,601,017
+5,651,777
35
$267M 0.21%
2,208,793
36
$242M 0.19%
8,951,869
+2,723,772
37
$185M 0.15%
3,905,875
38
$116M 0.09%
1,563,434
39
$78.7M 0.06%
1,983,190
-7,343,731
40
$62.1M 0.05%
107,575
-70,462
41
$48.6M 0.04%
3,471,309
-1,174,911
42
$30.5M 0.02%
327,100
43
$27M 0.02%
1,825,569
44
$24.2M 0.02%
578,000
45
$17.4M 0.01%
+548,684
46
$12.6M 0.01%
+390,124
47
$5.86M ﹤0.01%
59,400
48
$185K ﹤0.01%
8,886
49
– –
-5,646,721
50
– –
-31,353,468
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