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
$260B
AUM Growth
-$7.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1 +$1.17B
2 +$693M
3 +$275M
4
LEN icon
Lennar Class A
LEN
+$222M
5
DHI icon
D.R. Horton
DHI
+$192M

Top Sells

1 +$2.03B
2 +$1.03B
3 +$416M
4
FWONK icon
Liberty Media Series C
FWONK
+$296M
5
DVA icon
DaVita
DVA
+$146M

Sector Composition

1 Financials 36.91%
2 Technology 26.95%
3 Consumer Staples 17%
4 Energy 12.67%
5 Communication Services 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$521M 0.2%
5,664,793
27
$466M 0.18%
1,464,000
+865,311
28
$335M 0.13%
4,986,588
29
$316M 0.12%
3,512,000
-3,289,360
30
$245M 0.09%
1,162,088
+112,401
31
$222M 0.09%
+1,929,972
32
$192M 0.07%
+1,512,371
33
$80.5M 0.03%
11,112
34
$23.9M 0.01%
227,750
35
$23.2M 0.01%
433,558
36
$16.7M 0.01%
152,774
-7,732
37
$16.7M 0.01%
2,630,792
38
$8.95M ﹤0.01%
223,645
39
$7.97M ﹤0.01%
1,284,020
40
-14,639,502
41
-40,180,168