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
$293B
AUM Growth
+$22.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$411M
2
+$71.6M
3
+$46.9M
4
RH icon
RH
RH
+$24.1M

Top Sells

1
+$745M
2
+$414M
3
+$411M
4
BMY icon
Bristol-Myers Squibb
BMY
+$317M
5
ABBV icon
AbbVie
ABBV
+$264M

Sector Composition

1 Technology 43.21%
2 Financials 31.73%
3 Consumer Staples 12.75%
4 Communication Services 4.71%
5 Healthcare 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$759M 0.26%
5,242,000
27
$717M 0.24%
10,695,448
28
$712M 0.24%
9,157,192
-9,583,551
29
$692M 0.24%
20,224,950
30
$605M 0.21%
6,353,727
31
$590M 0.2%
4,196,692
-1,090,834
32
$424M 0.14%
42,789,295
33
$286M 0.1%
4,365,880
34
$53.9M 0.02%
327,100
35
$50.7M 0.02%
1,876,522
-5,470,446
36
$46.9M 0.02%
+1,550,481
37
$42.6M 0.01%
315,400
38
$36.5M 0.01%
2,630,792
39
$36.1M 0.01%
578,000
40
$30.6M 0.01%
675,054
41
$18.1M 0.01%
1,284,020
42
$16.9M 0.01%
43,000
43
$16.9M 0.01%
39,400
44
$12.4M ﹤0.01%
59,400
45
– –
-13,887,037
46
– –
-643,022
47
– –
-3,359,831
1
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