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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
+3.78%
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
$196B
AUM Growth
+$6.67B
Cap. Flow
+$579M
Cap. Flow %
0.3%
Top 10 Hldgs %
81.97%
Holding
46
New
–
Increased
10
Reduced
5
Closed
2

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.25B
2
GS icon
Goldman Sachs
GS
+$547M
3
DAL icon
Delta Air Lines
DAL
+$537M
4
USB icon
US Bancorp
USB
+$500M
5
LUV icon
Southwest Airlines
LUV
+$468M

Top Sells

Rank Stock Value
1
MON
Monsanto Co
MON
+$2.21B
2
PSX icon
Phillips 66
PSX
+$1.23B
3
WFC icon
Wells Fargo
WFC
+$241M
4
CHTR icon
Charter Communications
CHTR
+$207M
5
UAL icon
United Airlines
UAL
+$71M

Sector Composition

Rank Sector Weight
1 Financials 40.5%
2 Technology 24.75%
3 Consumer Staples 19.97%
4 Industrials 4.91%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTB icon
26
M&T Bank
MTB
$36.4B
$916M 0.47%
5,382,040
– –
COST icon
27
Costco
COST
$419B
$906M 0.46%
4,333,363
– –
AXTA icon
28
Axalta
AXTA
$7.98B
$735M 0.38%
24,264,000
+940,000
+4% +$29.5M
SYF icon
29
Synchrony
SYF
$25.5B
$694M 0.36%
20,803,000
– –
LSXMA
30
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$669M 0.34%
20,568,774
– –
LBTYA icon
31
Liberty Global Class A
LBTYA
$3.48B
$545M 0.28%
19,791,000
+1,584,592
+9% +$47.8M
GL icon
32
Globe Life
GL
$14.1B
$517M 0.26%
6,353,727
– –
STOR
33
DELISTED
STORE Capital Corporation
STOR
$510M 0.26%
18,621,674
– –
QSR icon
34
Restaurant Brands International
QSR
$25.6B
$509M 0.26%
8,438,225
– –
LBTYK icon
35
Liberty Global Class C
LBTYK
$3.4B
$196M 0.1%
7,346,968
– –
SNY icon
36
Sanofi
SNY
$104B
$148M 0.08%
3,701,012
– –
WMT icon
37
Walmart Inc
WMT
$901B
$119M 0.06%
4,180,539
– –
LILA icon
38
Liberty Latin America Class A
LILA
$1.68B
$51.9M 0.03%
4,240,037
– –
JNJ icon
39
Johnson & Johnson
JNJ
$626B
$39.7M 0.02%
327,100
– –
LILAK icon
40
Liberty Latin America Class C
LILAK
$1.66B
$24.9M 0.01%
1,499,992
– –
PG icon
41
Procter & Gamble
PG
$338B
$24.6M 0.01%
315,400
– –
MDLZ icon
42
Mondelez International
MDLZ
$78.9B
$23.7M 0.01%
578,000
– –
UPS icon
43
United Parcel Service
UPS
$88.8B
$6.31M ﹤0.01%
59,400
– –
VZ icon
44
Verizon
VZ
$196B
$47K ﹤0.01%
928
– –
VRSK icon
45
Verisk Analytics
VRSK
$23.6B
– –
-284,778
Closed -$29.6M
MON
46
DELISTED
Monsanto Co
MON
– –
-18,970,134
Closed -$2.21B
1
2

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Warren Buffett's Q2 2018 Portfolio in Review

As of Q2 2018, Warren Buffett held 46 positions worth $196B, up 3.5% from $189B the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Trading was light in Q2 2018: portfolio turnover was 4.3%. Warren Buffett opened no new positions and exited 2, leaving the 46-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 40% of assets, down from 41% a quarter earlier, followed by Technology and Consumer Staples.

  • Warren Buffett added most to Apple in Q2 2018, an estimated $2.25B increase.
  • Warren Buffett's biggest Q2 2018 reduction was Phillips 66, cutting an estimated $1.23B.
  • Warren Buffett fully exited Monsanto Co in Q2 2018, selling an estimated $2.21B.
  • Warren Buffett's ten largest holdings make up 82% of its $196B portfolio in Q2 2018.
  • Warren Buffett opened 0 new positions and closed 2 in Q2 2018.
  • Warren Buffett's portfolio value rose 3.5% quarter-over-quarter to $196B.

Based on Berkshire Hathaway's 13F filing for Q2 2018, filed 14 Aug 2018.