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
$325B
AUM Growth
+$26.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.37B
2
+$1.08B
3
+$954M
4
BAC icon
Bank of America
BAC
+$651M
5
HPQ icon
HP
HPQ
+$484M

Top Sells

1
+$4.99B
2
+$1.14B
3
+$631M
4
TSM icon
TSMC
TSM
+$618M
5
GM icon
General Motors
GM
+$367M

Sector Composition

1 Technology 49.99%
2 Financials 22.44%
3 Consumer Staples 12.3%
4 Energy 10.71%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$815M 0.25%
2,289,864
-565,650
27
$759M 0.23%
5,242,000
28
$739M 0.23%
29,000,000
-800,000
29
$699M 0.22%
6,353,727
30
$603M 0.19%
471,661
+4,050
31
$578M 0.18%
7,987,246
32
$568M 0.17%
27,502,652
33
$510M 0.16%
107,118,784
34
$469M 0.14%
4,780,000
35
$382M 0.12%
7,044,909
36
$102M 0.03%
10,695,448
37
$67.4M 0.02%
404,911
38
$50.7M 0.02%
327,100
39
$46.9M 0.01%
315,400
40
$41.3M 0.01%
+227,750
41
$40.3M 0.01%
578,000
42
$21.9M 0.01%
2,630,792
43
$16.2M 0.01%
43,000
44
$16.1M 0.01%
39,400
45
$13.8M ﹤0.01%
433,558
-19,944
46
$11.5M ﹤0.01%
59,400
47
$10.6M ﹤0.01%
1,284,020
48
$971K ﹤0.01%
+51,026
49
– –
-25,069,867
50
– –
-2,360,000
1
2
3