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
$331B
AUM Growth
+$37.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.12B
2
+$1B
3
+$975M
4
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
+$272M
5
FWONK icon
Liberty Media Series C
FWONK
+$134M

Top Sells

1
+$1.54B
2
+$1.05B
3
+$417M
4
MMC icon
Marsh & McLennan
MMC
+$406M
5
V icon
Visa
V
+$274M

Sector Composition

1 Technology 49.56%
2 Financials 29.29%
3 Consumer Staples 11.56%
4 Communication Services 3.49%
5 Consumer Discretionary 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$840M 0.25%
24,415,168
27
$608M 0.18%
5,242,000
28
$595M 0.18%
6,353,727
29
$411M 0.12%
3,033,561
-11,364,927
30
$345M 0.1%
8,648,268
-4,497,634
31
$324M 0.1%
5,202,674
-16,844,262
32
$180M 0.05%
10,695,448
33
$134M 0.04%
+2,191,396
34
$110M 0.03%
843,709
+26,846
35
$70.4M 0.02%
404,911
-2,336,844
36
$56M 0.02%
327,100
37
$51.6M 0.02%
315,400
38
$38.3M 0.01%
578,000
39
$32.4M 0.01%
675,054
40
$30.7M 0.01%
2,630,792
41
$18.8M 0.01%
43,000
42
$18.7M 0.01%
39,400
43
$14.6M ﹤0.01%
1,284,020
44
$12.7M ﹤0.01%
59,400
45
– –
-4,365,880
46
– –
-42,789,295
1
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