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
$202B
AUM Growth
+$26.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$564M
2
+$408M
3
+$138M
4
KR icon
Kroger
KR
+$102M
5
SU icon
Suncor Energy
SU
+$71.7M

Top Sells

1
+$3.34B
2
+$2.19B
3
+$2.05B
4
LUV icon
Southwest Airlines
LUV
+$1.91B
5
UAL icon
United Airlines
UAL
+$699M

Sector Composition

1 Technology 45.76%
2 Financials 31.74%
3 Consumer Staples 15.01%
4 Consumer Discretionary 1.87%
5 Healthcare 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$528M 0.26%
42,789,295
27
$513M 0.25%
20,224,950
-343,824
28
$472M 0.23%
6,353,727
29
$472M 0.23%
4,536,174
-845,866
30
$446M 0.22%
20,128,000
31
$425M 0.21%
1,708,348
32
$422M 0.21%
19,310,000
33
$324M 0.16%
19,201,525
+4,252,494
34
$294M 0.15%
5,000,000
-8,241,873
35
$172M 0.09%
643,022
36
$158M 0.08%
7,346,968
37
$46M 0.02%
327,100
38
$37.7M 0.02%
315,400
39
$29.6M 0.01%
578,000
40
$25.6M 0.01%
2,791,270
41
$12.2M 0.01%
43,000
42
$12.1M 0.01%
39,400
43
$12.1M 0.01%
1,363,629
44
$6.6M ﹤0.01%
59,400
45
– –
-41,909,000
46
– –
-71,886,963
47
– –
-1,920,180
48
– –
-53,642,713
49
– –
-18,933,054
50
– –
-8,438,225
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