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
$189B
AUM Growth
-$2.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1 +$12.5B
2 +$847M
3 +$370M
4
USB icon
US Bancorp
USB
+$191M
5
BK icon
Bank of New York Mellon
BK
+$70.7M

Top Sells

1 +$3.36B
2 +$314M
3 +$133M
4
WFC icon
Wells Fargo
WFC
+$90.1M
5
CHTR icon
Charter Communications
CHTR
+$82.9M

Sector Composition

1 Financials 40.92%
2 Technology 22.09%
3 Consumer Staples 20.45%
4 Industrials 5.3%
5 Materials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$861M 0.46%
13,791,573
27
$817M 0.43%
4,333,363
28
$704M 0.37%
23,324,000
29
$698M 0.37%
20,803,000
30
$693M 0.37%
40,539,710
+21,663,989
31
$611M 0.32%
20,568,774
32
$570M 0.3%
18,206,408
-1,974,489
33
$535M 0.28%
6,353,727
34
$480M 0.25%
8,438,225
35
$462M 0.24%
18,621,674
36
$224M 0.12%
7,346,968
37
$148M 0.08%
3,701,012
-177,512
38
$124M 0.07%
4,180,539
39
$52.8M 0.03%
2,880,460
40
$41.9M 0.02%
327,100
41
$29.6M 0.02%
284,778
-1,278,656
42
$25M 0.01%
315,400
43
$24.5M 0.01%
1,363,629
44
$24.1M 0.01%
578,000
45
$6.22M ﹤0.01%
59,400
46
$44K ﹤0.01%
928
47
-107,575
48
-2,142,255