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
$132B
AUM Growth
+$4.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$512M
2
+$445M
3
+$396M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$24.9M
5
AXTA icon
Axalta
AXTA
+$3.32M

Top Sells

1
+$439M
2
+$78.7M
3
+$23.3M

Sector Composition

1 Consumer Staples 37.38%
2 Financials 36.27%
3 Technology 9.32%
4 Communication Services 4.73%
5 Energy 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$622M 0.47%
23,324,000
+124,526
27
$586M 0.44%
21,737,362
28
$531M 0.4%
14,375,763
+672,714
29
$509M 0.39%
5,229,756
30
$396M 0.3%
+26,533,525
31
$363M 0.28%
6,353,727
32
$341M 0.26%
3,331,215
-227,974
33
$330M 0.25%
2,208,793
34
$315M 0.24%
8,438,225
35
$306M 0.23%
11,601,017
36
$300M 0.23%
8,463,707
37
$243M 0.18%
8,951,869
38
$167M 0.13%
3,905,875
39
$120M 0.09%
1,563,434
40
$56.1M 0.04%
3,471,309
41
$52.2M 0.04%
107,575
42
$33.6M 0.03%
327,100
43
$28.9M 0.02%
1,825,569
44
$25.9M 0.02%
578,000
45
$21.4M 0.02%
548,684
46
$15.8M 0.01%
390,124
47
$5.72M ﹤0.01%
59,400
48
$149K ﹤0.01%
8,886
49
– –
-1,983,190
1
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