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Warren Buffett

Warren Buffett Berkshire Hathaway

AUM $263B
1-Year Est. Return 16.68%
 

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 Fund
S&P 500
This Quarter Est. Return
+2.99%
1 Year Est. Return
+16.68%
3 Year Est. Return
+59.22%
5 Year Est. Return
+100.95%
10 Year Est. Return
+340.48%
AUM
$132B
AUM Growth
+$4.45B
Cap. Flow
+$1.09B
Cap. Flow %
0.83%
Top 10 Hldgs %
81.63%
Holding
49
New
1
Increased
4
Reduced
2
Closed
1

Top Buys

Rank Stock Value
1
KMI icon
Kinder Morgan
KMI
+$632M
2
WFC icon
Wells Fargo
WFC
+$511M
3
DE icon
Deere & Co
DE
+$451M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$25.4M
5
AXTA icon
Axalta
AXTA
+$3.48M

Top Sells

Rank Stock Value
1
T icon
AT&T
T
+$428M
2
CBI
Chicago Bridge & Iron Nv
CBI
+$78.7M
3
WBC
WABCO HOLDINGS INC.
WBC
+$24.2M

Sector Composition

Rank Sector Weight
1 Consumer Staples 37.34%
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
AXTA icon
26
Axalta
AXTA
$7.98B
$622M 0.47%
23,324,000
+124,526
+0.5% +$3.48M
FWONK icon
27
Liberty Media Series C
FWONK
$25.7B
$586M 0.44%
21,737,362
– –
LBTYA icon
28
Liberty Global Class A
LBTYA
$3.48B
$531M 0.4%
14,375,763
+672,714
+5% +$25.4M
MA icon
29
Mastercard
MA
$492B
$509M 0.39%
5,229,756
– –
KMI icon
30
Kinder Morgan
KMI
$70.1B
$396M 0.3%
+26,533,525
New +$632M
GL icon
31
Globe Life
GL
$14.1B
$363M 0.28%
6,353,727
– –
WBC
32
DELISTED
WABCO HOLDINGS INC.
WBC
$341M 0.26%
3,331,215
-227,974
-6% -$24.2M
GE icon
33
GE Aerospace
GE
$382B
$330M 0.25%
2,208,793
– –
QSR icon
34
Restaurant Brands International
QSR
$25.6B
$315M 0.24%
8,438,225
– –
FWONA icon
35
Liberty Media Series A
FWONA
$23.4B
$306M 0.23%
11,601,017
– –
LBTYK icon
36
Liberty Global Class C
LBTYK
$3.4B
$300M 0.23%
8,463,707
– –
TFCFA
37
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$243M 0.18%
8,951,869
– –
SNY icon
38
Sanofi
SNY
$104B
$167M 0.13%
3,905,875
– –
VRSK icon
39
Verisk Analytics
VRSK
$23.6B
$120M 0.09%
1,563,434
– –
MEG
40
DELISTED
Media General, Inc
MEG
$56.1M 0.04%
3,471,309
– –
GHC icon
41
Graham Holdings Company
GHC
$4.97B
$52.2M 0.04%
107,575
– –
JNJ icon
42
Johnson & Johnson
JNJ
$626B
$33.6M 0.03%
327,100
– –
DNOW icon
43
DNOW Inc
DNOW
$3.01B
$28.9M 0.02%
1,825,569
– –
MDLZ icon
44
Mondelez International
MDLZ
$78.9B
$25.9M 0.02%
578,000
– –
LILA icon
45
Liberty Latin America Class A
LILA
$1.68B
$21.4M 0.02%
807,664
– –
LILAK icon
46
Liberty Latin America Class C
LILAK
$1.66B
$15.8M 0.01%
429,136
– –
UPS icon
47
United Parcel Service
UPS
$88.8B
$5.72M ﹤0.01%
59,400
– –
LEE icon
48
Lee Enterprises
LEE
$181M
$149K ﹤0.01%
8,886
– –
CBI
49
DELISTED
Chicago Bridge & Iron Nv
CBI
– –
-1,983,190
Closed -$78.7M
1
2

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Warren Buffett's Q4 2015 Portfolio in Review

As of Q4 2015, Warren Buffett held 49 positions worth $132B, up 3.5% from $127B the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Trading was light in Q4 2015: portfolio turnover was 4.1%. Warren Buffett opened 1 new position and exited 1, leaving the 49-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Staples at 37% of assets, up from 37% a quarter earlier, followed by Financials and Technology.

  • Warren Buffett's largest Q4 2015 buy was Kinder Morgan: 26,533,525 shares worth $396M.
  • Warren Buffett added most to Wells Fargo in Q4 2015, an estimated $511M increase.
  • Warren Buffett's biggest Q4 2015 reduction was AT&T, cutting an estimated $428M.
  • Warren Buffett fully exited Chicago Bridge & Iron Nv in Q4 2015, selling an estimated $78.7M.
  • Warren Buffett's ten largest holdings make up 82% of its $132B portfolio in Q4 2015.
  • Warren Buffett opened 1 new position and closed 1 in Q4 2015.
  • Warren Buffett's portfolio value rose 3.5% quarter-over-quarter to $132B.

Based on Berkshire Hathaway's 13F filing for Q4 2015, filed 16 Feb 2016.