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
$364B
AUM Growth
+$32.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$19.7B
2 +$7.74B
3 +$3.98B
4
HPQ icon
HP
HPQ
+$3.79B
5
C icon
Citigroup
C
+$2.95B

Top Sells

1 +$8.02B
2 +$411M
3 +$324M
4
STOR
STORE Capital Corporation
STOR
+$282M
5
RPRX icon
Royalty Pharma
RPRX
+$279M

Sector Composition

1 Technology 46.45%
2 Financials 27.18%
3 Consumer Staples 11.29%
4 Energy 9.26%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-5,202,674
52
-675,054