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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
+1.01%
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
+$270M
Cap. Flow
-$623M
Cap. Flow %
-0.38%
Top 10 Hldgs %
79.48%
Holding
48
New
2
Increased
5
Reduced
7
Closed
1

Top Buys

Rank Stock Value
1
BNY
Bank of New York Mellon
BNY
+$823M
2
SYF icon
Synchrony
SYF
+$518M
3
STOR
STORE Capital Corporation
STOR
+$412M
4
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$346M
5
GM icon
General Motors
GM
+$340M

Top Sells

Rank Stock Value
1
IBM icon
IBM
IBM
+$1.65B
2
WFC icon
Wells Fargo
WFC
+$628M
3
WBC
WABCO HOLDINGS INC.
WBC
+$341M
4
GE icon
GE Aerospace
GE
+$315M
5
SIRI icon
SiriusXM
SIRI
+$176M

Sector Composition

Rank Sector Weight
1 Financials 33.66%
2 Consumer Staples 28.79%
3 Technology 17.44%
4 Industrials 6.48%
5 Energy 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXTA icon
26
Axalta
AXTA
$7.98B
$747M 0.46%
23,324,000
– –
COST icon
27
Costco
COST
$419B
$693M 0.43%
4,333,363
– –
LBTYA icon
28
Liberty Global Class A
LBTYA
$3.48B
$648M 0.4%
20,180,897
– –
LSXMA
29
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$624M 0.38%
20,568,774
+6,384,415
+45% +$182M
MA icon
30
Mastercard
MA
$492B
$599M 0.37%
4,934,756
– –
QSR icon
31
Restaurant Brands International
QSR
$25.6B
$528M 0.33%
8,438,225
– –
SYF icon
32
Synchrony
SYF
$25.5B
$521M 0.32%
+17,463,000
New +$518M
GL icon
33
Globe Life
GL
$14.1B
$486M 0.3%
6,353,727
– –
STOR
34
DELISTED
STORE Capital Corporation
STOR
$418M 0.26%
+18,621,674
New +$412M
LBTYK icon
35
Liberty Global Class C
LBTYK
$3.4B
$229M 0.14%
7,346,968
– –
SNY icon
36
Sanofi
SNY
$104B
$187M 0.12%
3,905,875
– –
VRSK icon
37
Verisk Analytics
VRSK
$23.6B
$132M 0.08%
1,563,434
– –
WMT icon
38
Walmart Inc
WMT
$901B
$105M 0.07%
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
$59.1M 0.04%
4,240,037
– –
JNJ icon
41
Johnson & Johnson
JNJ
$626B
$43.3M 0.03%
327,100
– –
LILAK icon
42
Liberty Latin America Class C
LILAK
$1.66B
$27.5M 0.02%
1,499,992
– –
PG icon
43
Procter & Gamble
PG
$338B
$27.5M 0.02%
315,400
– –
MDLZ icon
44
Mondelez International
MDLZ
$78.9B
$25M 0.02%
578,000
– –
WBC
45
DELISTED
WABCO HOLDINGS INC.
WBC
$8.06M 0.01%
63,195
-2,845,359
-98% -$341M
UPS icon
46
United Parcel Service
UPS
$88.8B
$6.57M ﹤0.01%
59,400
– –
VZ icon
47
Verizon
VZ
$196B
$41K ﹤0.01%
928
– –
GE icon
48
GE Aerospace
GE
$382B
– –
-2,208,793
Closed -$315M
1
2

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Warren Buffett's Q2 2017 Portfolio in Review

As of Q2 2017, Warren Buffett held 48 positions worth $162B, up 0.17% from $162B the previous quarter. Its ten largest holdings account for 79% of the portfolio.

Warren Buffett's Q2 2017 filing shows 2 new, 5 increased, 7 reduced and 1 closed positions. Its largest new stake was Synchrony: 17,463,000 shares worth $521M. The largest sale was IBM, an estimated $1.65B.

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

  • Warren Buffett's largest Q2 2017 buy was Synchrony: 17,463,000 shares worth $521M.
  • Warren Buffett added most to Bank of New York Mellon in Q2 2017, an estimated $823M increase.
  • Warren Buffett's biggest Q2 2017 reduction was IBM, cutting an estimated $1.65B.
  • Warren Buffett fully exited GE Aerospace in Q2 2017, selling an estimated $315M.
  • Warren Buffett's ten largest holdings make up 79% of its $162B portfolio in Q2 2017.
  • Warren Buffett opened 2 new positions and closed 1 in Q2 2017.
  • Warren Buffett's portfolio value rose 0.17% quarter-over-quarter to $162B.

Based on Berkshire Hathaway's 13F filing for Q2 2017, filed 14 Aug 2017.