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
$280B
AUM Growth
-$51.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1 +$458M
2 +$283M
3 +$272M
4
ULTA icon
Ulta Beauty
ULTA
+$266M
5
HEI.A icon
HEICO Corp Class A
HEI.A
+$185M

Top Sells

1 +$82B
2 +$990M
3 +$684M
4
COF icon
Capital One
COF
+$367M
5
TMUS icon
T-Mobile US
TMUS
+$100M

Sector Composition

1 Financials 37.87%
2 Technology 30.91%
3 Consumer Staples 13.74%
4 Energy 12.37%
5 Healthcare 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$491M 0.18%
5,964,793
-633,154
27
$418M 0.15%
10,917,661
-214,929
28
$395M 0.14%
3,977,870
-802,130
29
$376M 0.13%
13,287,821
+9,619,630
30
$266M 0.1%
+690,106
31
$187M 0.07%
4,986,588
-65,330
32
$185M 0.07%
+1,044,242
33
$84.3M 0.03%
11,112
34
$28.7M 0.01%
227,750
35
$25.3M 0.01%
2,630,792
36
$21.6M 0.01%
433,558
37
$21.5M 0.01%
43,000
38
$21.4M 0.01%
39,400
39
$21.3M 0.01%
160,506
40
$12.4M ﹤0.01%
1,284,020
41
$8.82M ﹤0.01%
223,645
42
-7,531,765
43
-6,125,376