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
$266B
AUM Growth
-$13.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1 +$2.17B
2 +$549M
3 +$152M
4
HEI.A icon
HEICO Corp Class A
HEI.A
+$1.11M

Sector Composition

1 Financials 39.42%
2 Technology 27.15%
3 Consumer Staples 16.17%
4 Energy 11.5%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$560M 0.21%
10,917,661
27
$549M 0.21%
+1,277,256
28
$247M 0.09%
4,986,588
29
$214M 0.08%
1,049,687
+5,445
30
$152M 0.06%
+404,057
31
$109M 0.04%
11,112
32
$32M 0.01%
227,750
33
$26.7M 0.01%
433,558
34
$26.4M 0.01%
160,506
35
$25.2M 0.01%
2,630,792
36
$22.7M 0.01%
43,000
37
$22.6M 0.01%
39,400
38
$12.2M ﹤0.01%
1,284,020
39
$9.42M ﹤0.01%
24,203
-665,903
40
$8.9M ﹤0.01%
223,645
41
-3,977,870
42
-70,002,897
43
-35,182,219