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
$221B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$5.84B
2
+$4.02B
3
+$2.13B
4
USB icon
US Bancorp
USB
+$1.28B
5
GS icon
Goldman Sachs
GS
+$1.14B

Top Sells

1
+$2.18B
2
+$507M
3
+$148M
4
WMT icon
Walmart
WMT
+$119M
5
UAL icon
United Airlines
UAL
+$62.3M

Sector Composition

1 Financials 42.59%
2 Technology 27.69%
3 Consumer Staples 16.96%
4 Industrials 5.17%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02B 0.46%
4,333,363
27
$932M 0.42%
43,249,295
28
$886M 0.4%
5,382,040
29
$872M 0.39%
13,791,573
30
$829M 0.38%
+6,087,319
31
$708M 0.32%
24,264,000
32
$647M 0.29%
20,803,000
33
$646M 0.29%
20,568,774
34
$573M 0.26%
19,791,000
35
$551M 0.25%
6,353,727
36
$517M 0.23%
18,621,674
37
$500M 0.23%
8,438,225
38
$460M 0.21%
+3,543,688
39
$207M 0.09%
7,346,968
40
$56.6M 0.03%
2,880,460
41
$45.2M 0.02%
327,100
42
$26.5M 0.01%
1,363,629
43
$26.3M 0.01%
315,400
44
$24.8M 0.01%
578,000
45
$6.93M ﹤0.01%
59,400
46
$50K ﹤0.01%
928
47
– –
-3,701,012
48
– –
-4,180,539
1
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