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
$296B
AUM Growth
-$4.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1 +$4.12B
2 +$2.2B
3 +$563M
4
LPX icon
Louisiana-Pacific
LPX
+$297M
5
PARA
Paramount Global Class B
PARA
+$244M

Top Sells

1 +$1.69B
2 +$614M
3 +$391M
4
STOR
STORE Capital Corporation
STOR
+$181M
5
KR icon
Kroger
KR
+$94.9M

Sector Composition

1 Technology 46.68%
2 Financials 24.01%
3 Energy 12.06%
4 Consumer Staples 12%
5 Healthcare 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.09B 0.37%
3,198,344
27
$1.04B 0.35%
6,125,376
28
$877M 0.3%
9,710,183
+553,469
29
$835M 0.28%
30,000,000
30
$769M 0.26%
27,502,652
31
$703M 0.24%
5,242,000
32
$633M 0.21%
6,353,727
33
$581M 0.2%
2,360,000
+190,000
34
$507M 0.17%
467,611
35
$471M 0.16%
107,118,784
36
$452M 0.15%
7,987,246
37
$336M 0.11%
4,780,000
38
$297M 0.1%
+5,795,906
39
$102M 0.03%
10,695,448
40
$60.4M 0.02%
404,911
41
$53.4M 0.02%
327,100
42
$39.8M 0.01%
315,400
43
$31.7M 0.01%
578,000
44
$16.3M 0.01%
2,630,792
45
$14.1M ﹤0.01%
43,000
46
$14.1M ﹤0.01%
39,400
47
$12.8M ﹤0.01%
+453,502
48
$9.6M ﹤0.01%
59,400
49
$7.9M ﹤0.01%
1,284,020
50
-6,928,413