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
$348B
AUM Growth
+$23.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$730M
2
+$726M
3
+$279M
4
NVR icon
NVR
NVR
+$70.6M
5
LEN.B icon
Lennar Class B
LEN.B
+$17.2M

Top Sells

1
+$2.93B
2
+$1.46B
3
+$815M
4
GM icon
General Motors
GM
+$694M
5
GL icon
Globe Life
GL
+$421M

Sector Composition

1 Technology 53.61%
2 Financials 21.87%
3 Consumer Staples 10.95%
4 Energy 9.35%
5 Communication Services 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$783M 0.23%
29,000,000
27
$728M 0.21%
5,242,000
28
$726M 0.21%
+5,969,714
29
$663M 0.19%
27,502,652
30
$652M 0.19%
471,661
31
$621M 0.18%
5,358,535
-3,460,481
32
$581M 0.17%
7,987,246
33
$528M 0.15%
7,044,909
34
$497M 0.14%
4,780,000
35
$276M 0.08%
2,515,574
-3,838,153
36
$136M 0.04%
10,695,448
37
$70.6M 0.02%
+11,112
38
$54.1M 0.02%
327,100
39
$47.9M 0.01%
315,400
40
$42.2M 0.01%
578,000
41
$39.5M 0.01%
227,750
42
$23M 0.01%
2,630,792
43
$17.5M 0.01%
43,000
44
$17.5M 0.01%
39,400
45
$17.2M 0.01%
+160,506
46
$14.4M ﹤0.01%
433,558
47
$11.1M ﹤0.01%
1,284,020
48
$10.6M ﹤0.01%
59,400
49
– –
-2,289,864
50
– –
-404,911
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