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
$178B
AUM Growth
+$15.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$17.2B
2
+$601M
3
+$104M
4
MON
Monsanto Co
MON
+$99.7M

Top Sells

1
+$2.47B
2
+$347M
3
+$207M
4
WBC
WABCO HOLDINGS INC.
WBC
+$8.06M

Sector Composition

1 Financials 41.43%
2 Consumer Staples 24.87%
3 Technology 15.43%
4 Industrials 5.24%
5 Energy 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$761M 0.43%
13,791,573
27
$712M 0.4%
4,333,363
28
$697M 0.39%
4,934,756
29
$684M 0.39%
20,180,897
30
$675M 0.38%
23,324,000
31
$646M 0.36%
20,803,000
+3,340,000
32
$623M 0.35%
20,568,774
33
$539M 0.3%
8,438,225
34
$509M 0.29%
6,353,727
35
$463M 0.26%
18,621,674
36
$240M 0.14%
7,346,968
37
$194M 0.11%
3,905,875
38
$130M 0.07%
1,563,434
39
$109M 0.06%
4,180,539
40
$64.5M 0.04%
2,880,460
41
$62.9M 0.04%
107,575
42
$42.5M 0.02%
327,100
43
$29.9M 0.02%
1,363,629
44
$28.7M 0.02%
315,400
45
$23.5M 0.01%
578,000
46
$7.13M ﹤0.01%
59,400
47
$46K ﹤0.01%
928
48
– –
-63,195
1
2