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
$196B
AUM Growth
+$6.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1 +$2.29B
2 +$506M
3 +$499M
4
USB icon
US Bancorp
USB
+$493M
5
LUV icon
Southwest Airlines
LUV
+$452M

Top Sells

1 +$2.21B
2 +$1.23B
3 +$249M
4
CHTR icon
Charter Communications
CHTR
+$211M
5
UAL icon
United Airlines
UAL
+$71.2M

Sector Composition

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
26
$916M 0.47%
5,382,040
27
$906M 0.46%
4,333,363
28
$735M 0.38%
24,264,000
+940,000
29
$694M 0.36%
20,803,000
30
$669M 0.34%
20,568,774
31
$545M 0.28%
19,791,000
+1,584,592
32
$517M 0.26%
6,353,727
33
$510M 0.26%
18,621,674
34
$509M 0.26%
8,438,225
35
$196M 0.1%
7,346,968
36
$148M 0.08%
3,701,012
37
$119M 0.06%
4,180,539
38
$51.9M 0.03%
2,880,460
39
$39.7M 0.02%
327,100
40
$24.9M 0.01%
1,363,629
41
$24.6M 0.01%
315,400
42
$23.7M 0.01%
578,000
43
$6.31M ﹤0.01%
59,400
44
$47K ﹤0.01%
928
45
-284,778
46
-18,970,134