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
$148B
AUM Growth
+$19.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$4.88B
2
+$2.64B
3
+$2.15B
4
UAL icon
United Airlines
UAL
+$1.78B
5
AAL icon
American Airlines Group
AAL
+$1.11B

Top Sells

1
+$1.8B
2
+$808M
3
+$800M
4
KMI icon
Kinder Morgan
KMI
+$463M
5
FWONK icon
Liberty Media Series C
FWONK
+$89.7M

Sector Composition

1 Financials 34.23%
2 Consumer Staples 31.03%
3 Technology 14.27%
4 Industrials 6.63%
5 Energy 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$694M 0.47%
4,333,363
27
$634M 0.43%
23,324,000
28
$617M 0.42%
20,180,897
29
$510M 0.34%
4,934,756
30
$469M 0.32%
6,353,727
31
$402M 0.27%
8,438,225
32
$358M 0.24%
3,368,394
33
$347M 0.23%
13,922,757
34
$335M 0.23%
2,208,793
35
$251M 0.17%
8,951,869
36
$218M 0.15%
7,346,968
37
$158M 0.11%
3,905,875
38
$127M 0.09%
1,563,434
39
$96.3M 0.07%
4,180,539
-34,734,183
40
$59.6M 0.04%
2,880,460
41
$55.1M 0.04%
107,575
42
$37.7M 0.03%
327,100
43
$27.2M 0.02%
1,363,629
44
$26.5M 0.02%
315,400
45
$25.6M 0.02%
578,000
46
$6.81M ﹤0.01%
59,400
47
$50K ﹤0.01%
928
-15,000,000
48
– –
-21,085,061
49
– –
-1,825,569
50
– –
-1,353,644
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