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
$176B
AUM Growth
-$66.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$50.4M
2
+$27.9M
3
+$6.91M

Top Sells

1
+$1.56B
2
+$162M
3
+$42.8M
4
DVA icon
DaVita
DVA
+$35.7M
5
PSX icon
Phillips 66
PSX
+$25.3M

Sector Composition

1 Financials 37.01%
2 Technology 37.01%
3 Consumer Staples 15.74%
4 Industrials 2.95%
5 Healthcare 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-227,436
52
– –
-312,379
1 2
3