Warren Buffett Berkshire Hathaway
AUM
$258B
1-Year Return
11.56%
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 Return
+3.23%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$91.9B
AUM Growth
–
Cap. Flow
+$91.9B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
83.83%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Wells Fargo
WFC
|
+$19.1B |
| 2 |
Coca-Cola
KO
|
+$16B |
| 3 |
IBM
IBM
|
+$13B |
| 4 |
American Express
AXP
|
+$11.3B |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Wells Fargo
WFC
$249B
| $19.1B | 20.81% |
+463,131,623
|
|
||
|
2
Coca-Cola
KO
$289B
| $16B | 17.47% |
+400,000,000
|
|
||
|
3
IBM
IBM
$259B
| $13B | 14.17% |
+71,255,595
|
|
||
|
4
American Express
AXP
$220B
| $11.3B | 12.34% |
+151,610,700
|
|
||
|
5
Procter & Gamble
PG
$350B
| $4.06B | 4.43% |
+52,793,078
|
|
||
6
Walmart
WMT
$812B
| $3.67B | 3.99% |
+147,741,705
|
|
||
7
US Bancorp
USB
$73.3B
| $2.83B | 3.08% |
+78,277,301
|
|
||
8
Exxon Mobil
XOM
$472B
| $2.82B | 3.07% |
+31,244,110
|
|
||
|
DTV
9
DELISTED
DIRECTV COM STK (DE)
DTV
| $2.3B | 2.5% |
+37,275,400
|
|
||
10
DaVita
DVA
$8.87B
| $1.81B | 1.97% |
+29,947,812
|
|
||
11
Phillips 66
PSX
$51.2B
| $1.6B | 1.74% |
+27,163,918
|
|
||
12
Moody's
MCO
$86.8B
| $1.52B | 1.65% |
+24,922,178
|
|
||
13
ConocoPhillips
COP
$109B
| $1.46B | 1.59% |
+24,123,911
|
|
||
14
General Motors
GM
$52.7B
| $1.33B | 1.45% |
+40,000,000
|
|
||
15
Graham Holdings Company
GHC
$4.16B
| $836M | 0.91% |
+2,859,451
|
|
||
16
Liberty Media Series A
FWONA
$23.4B
| $713M | 0.78% |
+31,647,982
|
|
||
17
Bank of New York Mellon
BK
$75.3B
| $691M | 0.75% |
+24,644,029
|
|
||
18
NOV
NOV
$4.88B
| $612M | 0.67% |
+9,847,920
|
|
||
19
M&T Bank
MTB
$29.4B
| $601M | 0.65% |
+5,382,040
|
|
||
|
CBI
20
DELISTED
Chicago Bridge & Iron Nv
CBI
| $570M | 0.62% |
+9,550,755
|
|
||
21
Suncor Energy
SU
$49B
| $524M | 0.57% |
+17,769,457
|
|
||
|
VIAB
22
DELISTED
Viacom Inc. Class B
VIAB
| $518M | 0.56% |
+7,607,200
|
|
||
23
VeriSign
VRSN
$24.4B
| $487M | 0.53% |
+10,897,420
|
|
||
24
Costco
COST
$412B
| $479M | 0.52% |
+4,333,363
|
|
||
|
PCP
25
DELISTED
PRECISION CASTPARTS CORP
PCP
| $447M | 0.49% |
+1,977,336
|
|