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
$315B
AUM Growth
-$33.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.7B
2
+$357M
3
+$161M
4
SIRI icon
SiriusXM
SIRI
+$43.8M
5
BATRK icon
Atlanta Braves Holdings Series B
BATRK
+$7.99M

Top Sells

1
+$2.17B
2
+$1.24B
3
+$848M
4
CE icon
Celanese
CE
+$621M
5
HPQ icon
HP
HPQ
+$474M

Sector Composition

1 Technology 51.76%
2 Financials 22.41%
3 Consumer Staples 11.31%
4 Energy 10.52%
5 Communication Services 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$734M 0.23%
5,242,000
27
$642M 0.2%
5,969,714
28
$514M 0.16%
20,207,680
-7,294,972
29
$481M 0.15%
7,722,451
-264,795
30
$433M 0.14%
4,780,000
31
$389M 0.12%
7,044,909
32
$357M 0.11%
+11,132,590
33
$234M 0.07%
158,715
-312,946
34
$161M 0.05%
+5,051,918
35
$114M 0.04%
10,695,448
36
$90.4M 0.03%
831,014
-1,684,560
37
$66.3M 0.02%
11,112
38
$43.8M 0.01%
+968,322
39
$34M 0.01%
227,750
40
$21.5M 0.01%
2,630,792
41
$16.9M 0.01%
43,000
42
$16.8M 0.01%
39,400
43
$15.9M 0.01%
433,558
44
$15.6M 0.01%
160,506
45
$10.5M ﹤0.01%
1,284,020
46
$7.99M ﹤0.01%
+223,645
47
– –
-5,358,535
48
– –
-22,000,000
49
– –
-327,100
50
– –
-578,000
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