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
-$918M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$797M
2
+$249M
3
+$238M
4
PSX icon
Phillips 66
PSX
+$154M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$74.7M

Top Sells

1
+$1.97B
2
+$618M
3
+$151M
4
DE icon
Deere & Co
DE
+$74.6M
5
MEG
Media General, Inc
MEG
+$59.7M

Sector Composition

1 Consumer Staples 37.1%
2 Financials 32.83%
3 Technology 12.14%
4 Energy 5.41%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$625M 0.49%
5,382,040
27
$502M 0.39%
4,934,756
28
$463M 0.36%
20,000,000
-6,533,525
29
$406M 0.32%
6,353,727
30
$382M 0.3%
3,368,394
+131,300
31
$376M 0.29%
8,438,225
32
$342M 0.27%
13,922,757
+81,387
33
$314M 0.24%
2,208,793
34
$249M 0.19%
+6,333,923
35
$243M 0.19%
7,346,968
36
$238M 0.18%
+4,533,013
37
$217M 0.17%
8,951,869
38
$149M 0.12%
3,905,875
39
$127M 0.1%
1,563,434
40
$89.7M 0.07%
3,298,390
-1,873,053
41
$74.9M 0.06%
2,880,460
42
$51.8M 0.04%
107,575
43
$39.1M 0.03%
1,825,569
44
$38.6M 0.03%
327,100
45
$37.1M 0.03%
1,353,644
-1,257,524
46
$36M 0.03%
1,363,629
47
$28.3M 0.02%
315,400
48
$25.4M 0.02%
578,000
49
$6.5M 0.01%
59,400
50
$333K ﹤0.01%
8,886
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