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Warren Buffett Berkshire Hathaway
AUM
$299B
Turnover
6.67%
1-Year Est. Return
27.55%
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
+3.23%
1 Year Est. Return
+27.55%
3 Year Est. Return
+60.83%
5 Year Est. Return
+103.57%
10 Year Est. Return
+379.9%
AUM
$91.9B
AUM Growth
–
Cap. Flow
+$91.6B
Cap. Flow % of AUM
Cap. Flow %
99.67%
Top 10 Holdings %
Top 10 Hldgs %
83.83%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
years
Top 10 Avg Time Held
0
years
Top 20 Avg Time Held
0
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Wells Fargo
WFC
|
+$18B |
| 2 |
Coca-Cola
KO
|
+$16.6B |
| 3 |
IBM
IBM
|
+$13.9B |
| 4 |
American Express
AXP
|
+$10.8B |
| 5 |
Procter & Gamble
PG
|
+$4.14B |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 40.15% |
| 2 | Consumer Staples | 26.43% |
| 3 | Technology | 17.2% |
| 4 | Energy | 7.64% |
| 5 | Industrials | 2.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Wells Fargo
WFC
$258B
| $19.1B | 20.81% |
+463,131,623
| New | +$18B |
2013 Q2
0 quarters
|
|
|
2
Coca-Cola
KO
$427B
| $16B | 17.47% |
+400,000,000
| New | +$16.6B |
2013 Q2
0 quarters
|
|
|
3
IBM
IBM
$234B
| $13B | 14.17% |
+71,255,595
| New | +$13.9B |
2013 Q2
0 quarters
|
|
|
4
American Express
AXP
$215B
| $11.3B | 12.34% |
+151,610,700
| New | +$10.8B |
2013 Q2
0 quarters
|
|
|
5
Procter & Gamble
PG
$394B
| $4.06B | 4.43% |
+52,793,078
| New | +$4.14B |
2013 Q2
0 quarters
|
|
6
Walmart Inc
WMT
$1.02T
| $3.67B | 3.99% |
+147,741,705
| New | +$3.79B |
2013 Q2
0 quarters
|
|
7
US Bancorp
USB
$95B
| $2.83B | 3.08% |
+78,277,301
| New | +$2.69B |
2013 Q2
0 quarters
|
|
8
ExxonMobil
XOM
$696B
| $2.82B | 3.07% |
+31,244,110
| New | +$2.81B |
2013 Q2
0 quarters
|
|
|
DTV
9
DELISTED
DIRECTV COM STK (DE)
DTV
| $2.3B | 2.5% |
+37,275,400
| New | +$2.23B |
2013 Q2
0 quarters
|
|
10
DaVita
DVA
$11B
| $1.81B | 1.97% |
+29,947,812
| New | +$1.87B |
2013 Q2
0 quarters
|
|
11
Phillips 66
PSX
$103B
| $1.6B | 1.74% |
+27,163,918
| New | +$1.71B |
2013 Q2
0 quarters
|
|
12
Moody's
MCO
$87.6B
| $1.52B | 1.65% |
+24,922,178
| New | +$1.51B |
2013 Q2
0 quarters
|
|
13
ConocoPhillips
COP
$168B
| $1.46B | 1.59% |
+24,123,911
| New | +$1.47B |
2013 Q2
0 quarters
|
|
14
General Motors
GM
$72.5B
| $1.33B | 1.45% |
+40,000,000
| New | +$1.27B |
2013 Q2
0 quarters
|
|
15
Graham Holdings Company
GHC
$5.19B
| $836M | 0.91% |
+2,859,451
| New | +$792M |
2013 Q2
0 quarters
|
|
16
Liberty Media Corporation Series A Common Stock
FWONA
$26.6B
| $713M | 0.78% |
+31,647,982
| New | +$671M |
2013 Q2
0 quarters
|
|
17
Bank of New York Mellon
BNY
$103B
| $691M | 0.75% |
+24,644,029
| New | +$708M |
2013 Q2
0 quarters
|
|
18
NOV
NOV
$6.45B
| $612M | 0.67% |
+9,847,920
| New | +$607M |
2013 Q2
0 quarters
|
|
19
M&T Bank
MTB
$31.7B
| $601M | 0.65% |
+5,382,040
| New | +$555M |
2013 Q2
0 quarters
|
|
|
CBI
20
DELISTED
Chicago Bridge & Iron Nv
CBI
| $570M | 0.62% |
+9,550,755
| New | +$555M |
2013 Q2
0 quarters
|
|
21
Suncor Energy
SU
$80.5B
| $524M | 0.57% |
+17,769,457
| New | +$535M |
2013 Q2
0 quarters
|
|
|
VIAB
22
DELISTED
Viacom Inc. Class B
VIAB
| $518M | 0.56% |
+7,607,200
| New | +$506M |
2013 Q2
0 quarters
|
|
23
VeriSign
VRSN
$28.1B
| $487M | 0.53% |
+10,897,420
| New | +$505M |
2013 Q2
0 quarters
|
|
24
Costco
COST
$490B
| $479M | 0.52% |
+4,333,363
| New | +$474M |
2013 Q2
0 quarters
|
|
|
PCP
25
DELISTED
PRECISION CASTPARTS CORP
PCP
| $447M | 0.49% |
+1,977,336
| New | +$401M |
2013 Q2
0 quarters
|
|
Similar funds
Warren Buffett's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Warren Buffett, which disclosed 43 positions worth $91.9B. Its ten largest holdings account for 84% of the portfolio.
Its largest position is Wells Fargo: 463,131,623 shares worth $19.1B.
By sector, the portfolio is most concentrated in Financials at 40% of assets, followed by Consumer Staples and Technology.
- Warren Buffett's largest Q2 2013 buy was Wells Fargo: 463,131,623 shares worth $19.1B.
- Warren Buffett's ten largest holdings make up 84% of its $91.9B portfolio in Q2 2013.
- Warren Buffett disclosed 43 positions in Q2 2013, its first 13F filing on record.
Based on Berkshire Hathaway's 13F filing for Q2 2013, filed 15 Aug 2013.