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
$127B
AUM Growth
+$17.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$23B
2 +$2.44B
3 +$1.93B
4
CHTR icon
Charter Communications
CHTR
+$311M
5
GM icon
General Motors
GM
+$270M

Top Sells

1 +$2.91B
2 +$365M
3 +$291M
4
GS icon
Goldman Sachs
GS
+$291M
5
WMT icon
Walmart
WMT
+$272M

Sector Composition

1 Consumer Staples 37.03%
2 Financials 36.23%
3 Technology 9.94%
4 Communication Services 4.97%
5 Energy 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-192,666