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
$270B
AUM Growth
+$508M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$943M
2
+$704M
3
+$631M
4
MMC icon
Marsh & McLennan
MMC
+$124M
5
RH icon
RH
RH
+$14.3M

Top Sells

1
+$2.6B
2
+$2.02B
3
+$834M
4
SYF icon
Synchrony
SYF
+$699M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$376M

Sector Composition

1 Technology 41.77%
2 Financials 31.23%
3 Consumer Staples 13.32%
4 Communication Services 5.07%
5 Healthcare 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$818M 0.3%
24,415,168
27
$657M 0.24%
5,242,000
28
$655M 0.24%
20,224,950
29
$655M 0.24%
10,695,448
-3,471,300
30
$644M 0.24%
5,287,526
+1,019,701
31
$614M 0.23%
6,353,727
32
$494M 0.18%
42,789,295
33
$411M 0.15%
13,887,037
-9,532,963
34
$266M 0.1%
4,365,880
-634,120
35
$188M 0.07%
7,346,968
36
$180M 0.07%
643,022
37
$86.2M 0.03%
3,359,831
-14,650,169
38
$53.8M 0.02%
327,100
39
$42.7M 0.02%
315,400
40
$33.8M 0.01%
578,000
41
$33.8M 0.01%
2,630,792
42
$26.4M 0.01%
675,054
-51,748,813
43
$16.7M 0.01%
1,284,020
44
$15.7M 0.01%
43,000
45
$15.6M 0.01%
39,400
46
$10.1M ﹤0.01%
59,400
47
– –
-13,849,207
48
– –
-20,128,000
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