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
$162B
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Sells

1 +$1.61B
2 +$649M
3 +$363M
4
GE icon
GE Aerospace
GE
+$315M
5
SIRI icon
SiriusXM
SIRI
+$188M

Sector Composition

1 Financials 33.66%
2 Consumer Staples 28.83%
3 Technology 17.44%
4 Industrials 6.44%
5 Energy 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$747M 0.46%
23,324,000
27
$693M 0.43%
4,333,363
28
$648M 0.4%
20,180,897
29
$624M 0.38%
20,568,774
+6,384,415
30
$599M 0.37%
4,934,756
31
$528M 0.33%
8,438,225
32
$521M 0.32%
+17,463,000
33
$486M 0.3%
6,353,727
34
$418M 0.26%
+18,621,674
35
$229M 0.14%
7,346,968
36
$187M 0.12%
3,905,875
37
$132M 0.08%
1,563,434
38
$105M 0.07%
4,180,539
39
$64.5M 0.04%
107,575
40
$59.1M 0.04%
2,880,460
41
$43.3M 0.03%
327,100
42
$27.5M 0.02%
1,363,629
43
$27.5M 0.02%
315,400
44
$25M 0.02%
578,000
45
$8.06M 0.01%
63,195
-2,845,359
46
$6.57M ﹤0.01%
59,400
47
$41K ﹤0.01%
928
48
-2,208,793