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
$299B
AUM Growth
+$2.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$73.9M
2
+$43.4M
3
+$40.9M

Top Sells

1
+$3.86B
2
+$3.1B
3
+$1.69B
4
ATVI
Activision Blizzard
ATVI
+$568M
5
CVX icon
Chevron
CVX
+$428M

Sector Composition

1 Technology 42.6%
2 Financials 24.65%
3 Energy 13.88%
4 Consumer Staples 13.72%
5 Communication Services 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$879M 0.29%
6,125,376
27
$794M 0.27%
27,502,652
28
$766M 0.26%
6,353,727
29
$734M 0.25%
5,242,000
30
$729M 0.24%
29,800,000
-200,000
31
$631M 0.21%
2,360,000
32
$618M 0.21%
8,292,724
-51,768,156
33
$616M 0.21%
467,611
34
$462M 0.15%
7,987,246
35
$436M 0.15%
107,118,784
36
$417M 0.14%
7,044,909
+1,249,003
37
$333M 0.11%
4,780,000
38
$291M 0.1%
6,670,835
-71,117,379
39
$101M 0.03%
10,695,448
40
$67M 0.02%
404,911
41
$57.8M 0.02%
327,100
42
$47.8M 0.02%
315,400
43
$38.5M 0.01%
578,000
44
$19.8M 0.01%
2,630,792
45
$15.1M 0.01%
43,000
46
$15.1M 0.01%
39,400
47
$14.9M 0.01%
453,502
48
$10.3M ﹤0.01%
59,400
49
$9.76M ﹤0.01%
1,284,020
1
2