Warren Buffett

Warren Buffett Berkshire Hathaway

AUM $274B
1-Year Est. Return 13.76%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242B
AUM Growth
+$27.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$502M
2 +$459M
3 +$180M
4
SU icon
Suncor Energy
SU
+$133M
5
GM icon
General Motors
GM
+$99.2M

Top Sells

1 +$2.89B
2 +$1.38B
3 +$948M
4
TRV icon
Travelers Companies
TRV
+$769M
5
PSX icon
Phillips 66
PSX
+$557M

Sector Composition

1 Financials 43.31%
2 Technology 31.01%
3 Consumer Staples 14.25%
4 Industrials 4.21%
5 Consumer Discretionary 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$12.7M 0.01%
+39,400
52
$6.95M ﹤0.01%
59,400