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
$332B
AUM Growth
-$20.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$1.51B
2
+$662M
3
+$373M
4
OXY icon
Occidental Petroleum
OXY
+$280M

Top Sells

1
+$19.9B
2
+$688M
3
+$657M
4
CVX icon
Chevron
CVX
+$491M
5
LPX icon
Louisiana-Pacific
LPX
+$37.5M

Sector Composition

1 Technology 41.84%
2 Financials 31.21%
3 Consumer Staples 11.87%
4 Energy 10.71%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$620M 0.19%
4,780,000
27
$554M 0.17%
6,597,947
-446,962
28
$507M 0.15%
7,722,451
29
$488M 0.15%
11,132,590
30
$214M 0.06%
5,051,918
31
$142M 0.04%
3,668,191
-356,115
32
$90M 0.03%
11,112
33
$88.6M 0.03%
7,531,765
-55,790,726
34
$33.9M 0.01%
227,750
35
$23.5M 0.01%
160,506
36
$20.7M 0.01%
43,000
37
$20.6M 0.01%
39,400
38
$19.1M 0.01%
433,558
39
$18.3M 0.01%
2,630,792
40
$8.98M ﹤0.01%
1,284,020
41
$8.74M ﹤0.01%
223,645
42
– –
-22,852,715
1
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