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
$215B
AUM Growth
+$6.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$332M
2
+$206M

Top Sells

1
+$1.59B
2
+$971M
3
+$168M
4
PSX icon
Phillips 66
PSX
+$37.9M
5
SIRI icon
SiriusXM
SIRI
+$10.3M

Sector Composition

1 Financials 45.81%
2 Technology 27.33%
3 Consumer Staples 15%
4 Industrials 4.71%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$886M 0.41%
5,958,391
27
$852M 0.4%
13,627,573
-164,000
28
$850M 0.4%
5,382,040
29
$732M 0.34%
24,264,000
30
$709M 0.33%
20,803,000
31
$697M 0.32%
18,621,674
32
$618M 0.29%
20,568,774
33
$608M 0.28%
6,353,727
34
$600M 0.28%
8,438,225
35
$531M 0.25%
5,182,637
-370,078
36
$493M 0.23%
14,166,748
37
$490M 0.23%
19,791,000
38
$340M 0.16%
10,758,000
39
$332M 0.15%
+7,467,508
40
$298M 0.14%
43,249,295
41
$206M 0.1%
+1,207,844
42
$175M 0.08%
7,346,968
43
$46.3M 0.02%
2,880,460
44
$42.3M 0.02%
327,100
45
$39.2M 0.02%
315,400
46
$32M 0.01%
578,000
47
$21.9M 0.01%
1,363,629
48
$7.12M ﹤0.01%
59,400
49
– –
-5,171,890
1
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