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
$364B
AUM Growth
+$32.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$19.7B
2
+$7.74B
3
+$3.98B
4
HPQ icon
HP
HPQ
+$3.79B
5
C icon
Citigroup
C
+$2.95B

Top Sells

1
+$8.02B
2
+$411M
3
+$324M
4
STOR
STORE Capital Corporation
STOR
+$282M
5
RPRX icon
Royalty Pharma
RPRX
+$279M

Sector Composition

1 Technology 46.45%
2 Financials 27.18%
3 Consumer Staples 11.29%
4 Energy 9.26%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13B 0.31%
+7,880,998
27
$924M 0.25%
27,502,652
28
$895M 0.25%
+2,921,975
29
$827M 0.23%
107,118,784
30
$708M 0.19%
2,170,000
+353,453
31
$673M 0.19%
5,242,000
32
$639M 0.18%
6,353,727
33
$620M 0.17%
+420,293
34
$539M 0.15%
7,987,246
+5,795,850
35
$431M 0.12%
14,754,811
-9,660,357
36
$390M 0.11%
+8,969,420
37
$387M 0.11%
4,780,000
+3,936,291
38
$125M 0.03%
10,695,448
39
$70.3M 0.02%
1,380,111
-157,444,464
40
$69M 0.02%
404,911
41
$58.3M 0.02%
1,496,372
-7,151,896
42
$58M 0.02%
327,100
43
$48.2M 0.01%
315,400
44
$36.3M 0.01%
578,000
45
$25.5M 0.01%
2,630,792
46
$17.9M ﹤0.01%
43,000
47
$17.8M ﹤0.01%
39,400
48
$12.7M ﹤0.01%
59,400
49
$12.3M ﹤0.01%
1,284,020
50
– –
-3,033,561
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