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
$267B
AUM Growth
+$797M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1 +$1.24B
2 +$464M
3 +$440M
4
SIRI icon
SiriusXM
SIRI
+$281M
5
VRSN icon
VeriSign
VRSN
+$94.3M

Top Sells

1 +$5.16B
2 +$2.86B
3 +$479M
4
COF icon
Capital One
COF
+$294M
5
CHTR icon
Charter Communications
CHTR
+$285M

Sector Composition

1 Financials 38.96%
2 Technology 29.15%
3 Consumer Staples 14.68%
4 Energy 11.32%
5 Communication Services 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$630M 0.24%
6,801,360
-921,091
27
$587M 0.22%
5,664,793
-300,000
28
$416M 0.16%
40,180,168
-46,258,829
29
$332M 0.12%
4,986,588
30
$204M 0.08%
598,689
+194,632
31
$195M 0.07%
1,049,687
32
$90.9M 0.03%
11,112
33
$34M 0.01%
433,558
34
$29M 0.01%
227,750
35
$20.2M 0.01%
160,506
36
$16.7M 0.01%
2,630,792
37
$8.56M ﹤0.01%
223,645
38
$8.14M ﹤0.01%
1,284,020
39
-39,400
40
-24,203
41
-43,000