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
$199B
AUM Growth
+$16.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1 +$951M
2 +$861M
3 +$278M
4
RHT
Red Hat Inc
RHT
+$171M
5
PNC icon
PNC Financial Services
PNC
+$50M

Top Sells

1 +$820M
2 +$604M
3 +$459M
4
LUV icon
Southwest Airlines
LUV
+$62.2M
5
VZ icon
Verizon
VZ
+$52K

Sector Composition

1 Financials 46.19%
2 Technology 25.24%
3 Consumer Staples 15.28%
4 Industrials 4.81%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$934M 0.47%
5,110,471
+934,679
27
$861M 0.43%
+9,666,000
28
$845M 0.42%
5,382,040
29
$817M 0.41%
5,958,391
30
$782M 0.39%
13,791,573
31
$678M 0.34%
43,249,295
32
$664M 0.33%
20,803,000
33
$624M 0.31%
18,621,674
34
$612M 0.31%
24,264,000
35
$582M 0.29%
14,166,748
36
$567M 0.28%
20,568,774
37
$549M 0.28%
8,438,225
38
$528M 0.26%
5,552,715
-6,343,127
39
$521M 0.26%
6,353,727
40
$493M 0.25%
19,791,000
41
$349M 0.17%
10,758,000
42
$178M 0.09%
7,346,968
43
$52.5M 0.03%
2,880,460
44
$45.7M 0.02%
327,100
45
$32.8M 0.02%
315,400
46
$28.9M 0.01%
578,000
47
$25M 0.01%
1,363,629
48
$6.64M ﹤0.01%
59,400
49
-928