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
$300B
AUM Growth
-$63.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$1.31B
2
+$705M
3
+$530M
4
CVX icon
Chevron
CVX
+$327M
5
ATVI
Activision Blizzard
ATVI
+$318M

Top Sells

1
+$304M
2
+$291M
3
+$263M
4
STOR
STORE Capital Corporation
STOR
+$204M
5
VZ icon
Verizon
VZ
+$70.3M

Sector Composition

1 Technology 44.7%
2 Financials 25.66%
3 Consumer Staples 13.38%
4 Energy 10.9%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04B 0.35%
3,198,344
+276,369
27
$1.01B 0.34%
30,000,000
+21,030,580
28
$852M 0.28%
6,125,376
29
$728M 0.24%
27,502,652
30
$705M 0.24%
5,242,000
31
$619M 0.21%
6,353,727
32
$605M 0.2%
467,611
+47,318
33
$490M 0.16%
7,987,246
34
$461M 0.15%
2,170,000
35
$401M 0.13%
107,118,784
36
$301M 0.1%
4,780,000
37
$181M 0.06%
6,928,413
-7,826,398
38
$82.4M 0.03%
10,695,448
39
$62.9M 0.02%
404,911
40
$58.1M 0.02%
327,100
41
$45.4M 0.02%
315,400
42
$35.9M 0.01%
578,000
43
$20.5M 0.01%
2,630,792
44
$14.9M 0.01%
43,000
45
$14.9M 0.01%
39,400
46
$10.8M ﹤0.01%
59,400
47
$10M ﹤0.01%
1,284,020
48
– –
-1,496,372
49
– –
-1,380,111
1
2