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
$270B
AUM Growth
+$34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$5.19B
2 +$515M
3 +$457M
4
TMUS icon
T-Mobile US
TMUS
+$381M
5
CVX icon
Chevron
CVX
+$357M

Top Sells

1 +$7.58B
2 +$2.26B
3 +$337M
4
GM icon
General Motors
GM
+$312M
5
MTB icon
M&T Bank
MTB
+$269M

Sector Composition

1 Technology 45.72%
2 Financials 26.85%
3 Consumer Staples 12.73%
4 Communication Services 5.09%
5 Healthcare 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,912,216
52
-1,919,827