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
$129B
AUM Growth
-$3.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$1.22B
2
+$1.07B
3
+$176M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$117M
5
FWONA icon
Liberty Media Series A
FWONA
+$85M

Top Sells

1
+$4.32B
2
+$1.6B
3
+$975M
4
WMT icon
Walmart
WMT
+$65M
5
MA icon
Mastercard
MA
+$27.9M

Sector Composition

1 Consumer Staples 37.88%
2 Financials 33.46%
3 Technology 11.29%
4 Energy 6.11%
5 Communication Services 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$597M 0.46%
5,382,040
27
$474M 0.37%
26,533,525
28
$466M 0.36%
4,934,756
-295,000
29
$386M 0.3%
14,873,099
+3,272,082
30
$346M 0.27%
3,237,094
-94,121
31
$344M 0.27%
6,353,727
32
$337M 0.26%
2,208,793
33
$328M 0.25%
8,438,225
34
$276M 0.21%
8,463,707
35
$250M 0.19%
8,951,869
36
$157M 0.12%
3,905,875
37
$125M 0.1%
1,563,434
38
$56.6M 0.04%
3,471,309
39
$51.6M 0.04%
107,575
40
$35.4M 0.03%
327,100
41
$32.3M 0.03%
1,825,569
42
$26M 0.02%
315,400
-52,477,678
43
$23.2M 0.02%
578,000
44
$18.1M 0.01%
548,684
45
$13.9M 0.01%
390,124
46
$6.26M ﹤0.01%
59,400
47
$160K ﹤0.01%
8,886
48
– –
-61,668,131
49
– –
-4,200,792
1
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