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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
+5.06%
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
$208B
AUM Growth
+$8.62B
Cap. Flow
-$625M
Cap. Flow %
-0.3%
Top 10 Hldgs %
80.4%
Holding
48
New
–
Increased
4
Reduced
1
Closed
1

Top Buys

Rank Stock Value
1
BAC icon
Bank of America
BAC
+$896M
2
USB icon
US Bancorp
USB
+$162M
3
AMZN icon
Amazon
AMZN
+$101M
4
RHT
Red Hat Inc
RHT
+$11.3M

Top Sells

Rank Stock Value
1
USG
Usg
USG
+$1.69B
2
CHTR icon
Charter Communications
CHTR
+$106M

Sector Composition

Rank Sector Weight
1 Financials 47.17%
2 Technology 25.24%
3 Consumer Staples 15.23%
4 Industrials 4.85%
5 Communication Services 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RHT
26
DELISTED
Red Hat Inc
RHT
$971M 0.47%
5,171,890
+61,419
+1% +$11.3M
MTB icon
27
M&T Bank
MTB
$36.4B
$915M 0.44%
5,382,040
– –
TRV icon
28
Travelers Companies
TRV
$78.3B
$891M 0.43%
5,958,391
– –
SIRI icon
29
SiriusXM
SIRI
$9.61B
$770M 0.37%
13,791,573
– –
AXTA icon
30
Axalta
AXTA
$7.98B
$722M 0.35%
24,264,000
– –
SYF icon
31
Synchrony
SYF
$25.5B
$721M 0.35%
20,803,000
– –
STOR
32
DELISTED
STORE Capital Corporation
STOR
$618M 0.3%
18,621,674
– –
QSR icon
33
Restaurant Brands International
QSR
$25.6B
$587M 0.28%
8,438,225
– –
GL icon
34
Globe Life
GL
$14.1B
$568M 0.27%
6,353,727
– –
LSXMA
35
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$562M 0.27%
20,568,774
– –
LBTYA icon
36
Liberty Global Class A
LBTYA
$3.48B
$534M 0.26%
19,791,000
– –
PSX icon
37
Phillips 66
PSX
$89.5B
$519M 0.25%
5,552,715
– –
STNE icon
38
StoneCo
STNE
$2.42B
$419M 0.2%
14,166,748
– –
TEVA icon
39
Teva Pharmaceuticals
TEVA
$42.5B
$399M 0.19%
43,249,295
– –
SU icon
40
Suncor Energy
SU
$74B
$335M 0.16%
10,758,000
– –
LBTYK icon
41
Liberty Global Class C
LBTYK
$3.4B
$195M 0.09%
7,346,968
– –
LILA icon
42
Liberty Latin America Class A
LILA
$1.68B
$46.8M 0.02%
4,240,037
– –
JNJ icon
43
Johnson & Johnson
JNJ
$626B
$45.6M 0.02%
327,100
– –
PG icon
44
Procter & Gamble
PG
$338B
$34.6M 0.02%
315,400
– –
MDLZ icon
45
Mondelez International
MDLZ
$78.9B
$31.2M 0.02%
578,000
– –
LILAK icon
46
Liberty Latin America Class C
LILAK
$1.66B
$22.1M 0.01%
1,499,992
– –
UPS icon
47
United Parcel Service
UPS
$88.8B
$6.13M ﹤0.01%
59,400
– –
USG
48
DELISTED
Usg
USG
– –
-39,002,016
Closed -$1.69B
1
2

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Warren Buffett's Q2 2019 Portfolio in Review

As of Q2 2019, Warren Buffett held 48 positions worth $208B, up 4.3% from $199B the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Trading was light in Q2 2019: portfolio turnover was 2.1%. Warren Buffett opened no new positions and exited 1, leaving the 48-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 47% of assets, up from 46% a quarter earlier, followed by Technology and Consumer Staples.

  • Warren Buffett added most to Bank of America in Q2 2019, an estimated $896M increase.
  • Warren Buffett's biggest Q2 2019 reduction was Charter Communications, cutting an estimated $106M.
  • Warren Buffett fully exited Usg in Q2 2019, selling an estimated $1.69B.
  • Warren Buffett's ten largest holdings make up 80% of its $208B portfolio in Q2 2019.
  • Warren Buffett opened 0 new positions and closed 1 in Q2 2019.
  • Warren Buffett's portfolio value rose 4.3% quarter-over-quarter to $208B.

Based on Berkshire Hathaway's 13F filing for Q2 2019, filed 14 Aug 2019.