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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
+5.75%
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
$162B
AUM Growth
+$13.9B
Cap. Flow
+$6.99B
Cap. Flow %
4.32%
Top 10 Hldgs %
81.36%
Holding
47
New
–
Increased
7
Reduced
3
Closed
1

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$9.48B
2
BNY
Bank of New York Mellon
BNY
+$530M
3
LUV icon
Southwest Airlines
LUV
+$240M
4
AAL icon
American Airlines Group
AAL
+$169M
5
SIRI icon
SiriusXM
SIRI
+$27.9M

Top Sells

Rank Stock Value
1
IBM icon
IBM
IBM
+$2.92B
2
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$251M
3
DAL icon
Delta Air Lines
DAL
+$244M
4
WBC
WABCO HOLDINGS INC.
WBC
+$51.8M

Sector Composition

Rank Sector Weight
1 Financials 32.58%
2 Consumer Staples 29.3%
3 Technology 19.12%
4 Industrials 6.01%
5 Energy 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXTA icon
26
Axalta
AXTA
$7.98B
$751M 0.46%
23,324,000
– –
COST icon
27
Costco
COST
$419B
$727M 0.45%
4,333,363
– –
LBTYA icon
28
Liberty Global Class A
LBTYA
$3.48B
$724M 0.45%
20,180,897
– –
MA icon
29
Mastercard
MA
$492B
$555M 0.34%
4,934,756
– –
GL icon
30
Globe Life
GL
$14.1B
$489M 0.3%
6,353,727
– –
QSR icon
31
Restaurant Brands International
QSR
$25.6B
$470M 0.29%
8,438,225
– –
LSXMA
32
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$399M 0.25%
14,184,359
+261,602
+2% +$7.07M
WBC
33
DELISTED
WABCO HOLDINGS INC.
WBC
$342M 0.21%
2,908,554
-459,840
-14% -$51.8M
GE icon
34
GE Aerospace
GE
$382B
$315M 0.19%
2,208,793
– –
LBTYK icon
35
Liberty Global Class C
LBTYK
$3.4B
$257M 0.16%
7,346,968
– –
SNY icon
36
Sanofi
SNY
$104B
$177M 0.11%
3,905,875
– –
VRSK icon
37
Verisk Analytics
VRSK
$23.6B
$127M 0.08%
1,563,434
– –
WMT icon
38
Walmart Inc
WMT
$901B
$100M 0.06%
4,180,539
– –
GHC icon
39
Graham Holdings Company
GHC
$4.97B
$64.5M 0.04%
107,575
– –
LILA icon
40
Liberty Latin America Class A
LILA
$1.68B
$60.4M 0.04%
4,240,037
– –
JNJ icon
41
Johnson & Johnson
JNJ
$626B
$40.7M 0.03%
327,100
– –
LILAK icon
42
Liberty Latin America Class C
LILAK
$1.66B
$29.6M 0.02%
1,499,992
– –
PG icon
43
Procter & Gamble
PG
$338B
$28.3M 0.02%
315,400
– –
MDLZ icon
44
Mondelez International
MDLZ
$78.9B
$24.9M 0.02%
578,000
– –
UPS icon
45
United Parcel Service
UPS
$88.8B
$6.37M ﹤0.01%
59,400
– –
VZ icon
46
Verizon
VZ
$196B
$45K ﹤0.01%
928
– –
TFCFA
47
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
– –
-8,951,869
Closed -$251M
1
2

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Warren Buffett's Q1 2017 Portfolio in Review

As of Q1 2017, Warren Buffett held 47 positions worth $162B, up 9.4% from $148B the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Warren Buffett deployed $6.99B of net new capital in Q1 2017, adding to 7 existing holdings.

By sector, the portfolio is most concentrated in Financials at 33% of assets, down from 34% a quarter earlier, followed by Consumer Staples and Technology.

On the sell side, the largest reduction was IBM, an estimated $2.92B trimmed.

  • Warren Buffett added most to Apple in Q1 2017, an estimated $9.48B increase.
  • Warren Buffett's biggest Q1 2017 reduction was IBM, cutting an estimated $2.92B.
  • Warren Buffett fully exited Twenty-First Century Fox, Inc. Class A in Q1 2017, selling an estimated $251M.
  • Warren Buffett's ten largest holdings make up 81% of its $162B portfolio in Q1 2017.
  • Warren Buffett opened 0 new positions and closed 1 in Q1 2017.
  • Warren Buffett's portfolio value rose 9.4% quarter-over-quarter to $162B.

Based on Berkshire Hathaway's 13F filing for Q1 2017, filed 15 May 2017.