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
$130B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$617M
2
+$518M
3
+$314M
4
PSX icon
Phillips 66
PSX
+$256M
5
LILA icon
Liberty Latin America Class A
LILA
+$70.9M

Top Sells

1
+$1.1B
2
+$423M
3
+$226M
4
FWONA icon
Liberty Media Series A
FWONA
+$225M
5
SU icon
Suncor Energy
SU
+$214M

Sector Composition

1 Consumer Staples 39.06%
2 Financials 32.63%
3 Technology 11.49%
4 Energy 5.68%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$563M 0.43%
19,366,897
+1,515,155
27
$497M 0.38%
26,533,525
28
$435M 0.34%
4,934,756
29
$393M 0.3%
6,353,727
30
$351M 0.27%
8,438,225
31
$333M 0.26%
2,208,793
32
$314M 0.24%
+13,841,370
33
$296M 0.23%
3,237,094
34
$242M 0.19%
8,951,869
35
$210M 0.16%
7,346,968
-1,116,739
36
$163M 0.13%
3,905,875
37
$127M 0.1%
1,563,434
38
$94.8M 0.07%
5,171,443
-23,084,112
39
$87.6M 0.07%
2,880,460
+2,331,776
40
$59.7M 0.05%
3,471,309
41
$52.7M 0.04%
107,575
42
$47.9M 0.04%
2,611,168
-12,261,931
43
$41.7M 0.03%
1,363,629
+973,505
44
$39.7M 0.03%
327,100
45
$33.1M 0.03%
1,825,569
46
$26.7M 0.02%
315,400
47
$26.3M 0.02%
578,000
48
$6.4M ﹤0.01%
59,400
49
$170K ﹤0.01%
8,886
1
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