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
+$424M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$566M
2
+$475M
3
+$98.7M

Top Sells

1
+$737M
2
+$712M
3
+$661M
4
BMY icon
Bristol-Myers Squibb
BMY
+$251M
5
MMC icon
Marsh & McLennan
MMC
+$220M

Sector Composition

1 Technology 44.43%
2 Financials 32.1%
3 Consumer Staples 12.12%
4 Communication Services 4.3%
5 Healthcare 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$701M 0.24%
20,224,950
27
$670M 0.23%
5,242,000
28
$566M 0.19%
6,353,727
29
$475M 0.16%
+13,145,902
30
$417M 0.14%
42,789,295
31
$415M 0.14%
2,741,755
-1,454,937
32
$371M 0.13%
10,695,448
33
$266M 0.09%
4,365,880
34
$98.7M 0.03%
+816,863
35
$52.8M 0.02%
327,100
36
$44.1M 0.02%
315,400
37
$34.4M 0.01%
2,630,792
38
$33.6M 0.01%
578,000
39
$31.3M 0.01%
675,054
40
$17M 0.01%
43,000
41
$16.9M 0.01%
39,400
42
$16.8M 0.01%
1,284,020
43
$10.8M ﹤0.01%
59,400
44
– –
-1,876,522
45
– –
-9,157,192
46
– –
-1,550,481
1
2