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
$91.9B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$19.1B
2
+$16B
3
+$13B
4
AXP icon
American Express
AXP
+$11.3B
5
PG icon
Procter & Gamble
PG
+$4.06B

Top Sells

No sells this quarter

Sector Composition

1 Financials 40.15%
2 Consumer Staples 27.34%
3 Technology 17.2%
4 Energy 7.64%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.1B 20.81%
+463,131,623
2
$16B 17.47%
+400,000,000
3
$13B 14.17%
+71,255,595
4
$11.3B 12.34%
+151,610,700
5
$4.06B 4.43%
+52,793,078
6
$3.67B 3.99%
+147,741,705
7
$2.83B 3.08%
+78,277,301
8
$2.82B 3.07%
+31,244,110
9
$2.3B 2.5%
+37,275,400
10
$1.81B 1.97%
+29,947,812
11
$1.6B 1.74%
+27,163,918
12
$1.52B 1.65%
+24,922,178
13
$1.46B 1.59%
+24,123,911
14
$1.33B 1.45%
+40,000,000
15
$836M 0.91%
+2,859,451
16
$713M 0.78%
+31,647,982
17
$691M 0.75%
+24,644,029
18
$612M 0.67%
+9,847,920
19
$601M 0.65%
+5,382,040
20
$570M 0.62%
+9,550,755
21
$524M 0.57%
+17,769,457
22
$518M 0.56%
+7,607,200
23
$487M 0.53%
+10,897,420
24
$479M 0.52%
+4,333,363
25
$447M 0.49%
+1,977,336
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