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
$236B
AUM Growth
+$33.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.47B
2 +$3.19B
3 +$2.05B
4
ABBV icon
AbbVie
ABBV
+$1.86B
5
MRK icon
Merck
MRK
+$1.86B

Top Sells

1 +$4.21B
2 +$2.59B
3 +$2.04B
4
COST icon
Costco
COST
+$1.31B
5
PNC icon
PNC Financial Services
PNC
+$377M

Sector Composition

1 Technology 48.43%
2 Financials 26.46%
3 Consumer Staples 12.9%
4 Healthcare 3.97%
5 Communication Services 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$11.6M ﹤0.01%
1,430,197
+66,568
52
$9.9M ﹤0.01%
59,400
53
-4,333,363