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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
-16.16%
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
$183B
AUM Growth
-$38B
Cap. Flow
+$684M
Cap. Flow %
0.37%
Top 10 Hldgs %
80.08%
Holding
49
New
3
Increased
7
Reduced
6
Closed
1

Top Buys

Rank Stock Value
1
JPM icon
JPMorgan Chase
JPM
+$1.54B
2
GM icon
General Motors
GM
+$684M
3
RHT
Red Hat Inc
RHT
+$662M
4
BAC icon
Bank of America
BAC
+$513M
5
SU icon
Suncor Energy
SU
+$357M

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$2.13B
2
WFC icon
Wells Fargo
WFC
+$799M
3
AAPL icon
Apple
AAPL
+$560M
4
UAL icon
United Airlines
UAL
+$355M
5
PSX icon
Phillips 66
PSX
+$346M

Sector Composition

Rank Sector Weight
1 Financials 45.38%
2 Technology 22.7%
3 Consumer Staples 18.51%
4 Industrials 4.95%
5 Communication Services 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COST icon
26
Costco
COST
$419B
$883M 0.48%
4,333,363
– –
SIRI icon
27
SiriusXM
SIRI
$9.61B
$787M 0.43%
13,791,573
– –
MTB icon
28
M&T Bank
MTB
$36.4B
$770M 0.42%
5,382,040
– –
RHT
29
DELISTED
Red Hat Inc
RHT
$733M 0.4%
+4,175,792
New +$662M
TRV icon
30
Travelers Companies
TRV
$78.3B
$714M 0.39%
5,958,391
+2,414,703
+68% +$302M
TEVA icon
31
Teva Pharmaceuticals
TEVA
$42.5B
$667M 0.36%
43,249,295
– –
AXTA icon
32
Axalta
AXTA
$7.98B
$568M 0.31%
24,264,000
– –
LSXMA
33
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$547M 0.3%
20,568,774
– –
STOR
34
DELISTED
STORE Capital Corporation
STOR
$527M 0.29%
18,621,674
– –
SYF icon
35
Synchrony
SYF
$25.5B
$488M 0.27%
20,803,000
– –
GL icon
36
Globe Life
GL
$14.1B
$474M 0.26%
6,353,727
– –
QSR icon
37
Restaurant Brands International
QSR
$25.6B
$441M 0.24%
8,438,225
– –
LBTYA icon
38
Liberty Global Class A
LBTYA
$3.48B
$422M 0.23%
19,791,000
– –
SU icon
39
Suncor Energy
SU
$74B
$301M 0.16%
+10,758,000
New +$357M
STNE icon
40
StoneCo
STNE
$2.42B
$261M 0.14%
+14,166,748
New +$328M
LBTYK icon
41
Liberty Global Class C
LBTYK
$3.4B
$152M 0.08%
7,346,968
– –
JNJ icon
42
Johnson & Johnson
JNJ
$626B
$42.2M 0.02%
327,100
– –
LILA icon
43
Liberty Latin America Class A
LILA
$1.68B
$39.3M 0.02%
4,240,037
– –
PG icon
44
Procter & Gamble
PG
$338B
$29M 0.02%
315,400
– –
MDLZ icon
45
Mondelez International
MDLZ
$78.9B
$23.1M 0.01%
578,000
– –
LILAK icon
46
Liberty Latin America Class C
LILAK
$1.66B
$18.7M 0.01%
1,499,992
– –
UPS icon
47
United Parcel Service
UPS
$88.8B
$5.79M ﹤0.01%
59,400
– –
VZ icon
48
Verizon
VZ
$196B
$52K ﹤0.01%
928
– –
ORCL icon
49
Oracle
ORCL
$419B
– –
-41,404,791
Closed -$2.13B
1
2

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Warren Buffett's Q4 2018 Portfolio in Review

As of Q4 2018, Warren Buffett held 49 positions worth $183B, down 17% from $221B the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Warren Buffett's Q4 2018 filing shows 3 new, 7 increased, 6 reduced and 1 closed positions. Its largest new stake was Red Hat Inc: 4,175,792 shares worth $733M. The largest sale was Oracle, an estimated $2.13B.

By sector, the portfolio is most concentrated in Financials at 45% of assets, up from 43% a quarter earlier, followed by Technology and Consumer Staples.

  • Warren Buffett's largest Q4 2018 buy was Red Hat Inc: 4,175,792 shares worth $733M.
  • Warren Buffett added most to JPMorgan Chase in Q4 2018, an estimated $1.54B increase.
  • Warren Buffett's biggest Q4 2018 reduction was Wells Fargo, cutting an estimated $799M.
  • Warren Buffett fully exited Oracle in Q4 2018, selling an estimated $2.13B.
  • Warren Buffett's ten largest holdings make up 80% of its $183B portfolio in Q4 2018.
  • Warren Buffett opened 3 new positions and closed 1 in Q4 2018.
  • Warren Buffett's portfolio value fell 17% quarter-over-quarter to $183B.

Based on Berkshire Hathaway's 13F filing for Q4 2018, filed 14 Feb 2019.