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
$92B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$761M
2
+$85.3M
3
+$30.7M
4
SU icon
Suncor Energy
SU
+$8.61M
5
VRSN icon
VeriSign
VRSN
+$3.26M

Top Sells

1
+$736M
2
+$56.7M
3
+$45.5M
4
SNY icon
Sanofi
SNY
+$7.99M

Sector Composition

1 Financials 40.7%
2 Consumer Staples 26.47%
3 Technology 16.68%
4 Energy 7.93%
5 Healthcare 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.1B 20.79%
463,131,623
2
$15.2B 16.46%
400,000,000
3
$12.6B 13.71%
71,255,595
4
$11.4B 12.44%
151,610,700
5
$3.99B 4.34%
52,793,078
6
$3.64B 3.96%
147,741,705
7
$3.45B 3.75%
40,089,371
+8,845,261
8
$2.89B 3.14%
79,117,501
+840,200
9
$2.18B 2.37%
36,514,700
-760,700
10
$1.79B 1.94%
31,446,830
+1,499,018
11
$1.75B 1.9%
24,922,178
12
$1.57B 1.71%
27,163,918
13
$1.44B 1.56%
40,000,000
14
$1.06B 1.15%
2,859,451
15
$940M 1.02%
13,529,270
-10,594,641
16
$827M 0.9%
31,647,982
17
$744M 0.81%
24,652,836
+8,807
18
$694M 0.75%
9,847,920
19
$647M 0.7%
9,550,755
20
$644M 0.7%
18,009,957
+240,500
21
$636M 0.69%
7,607,200
22
$602M 0.65%
5,382,040
23
$558M 0.61%
10,961,520
+64,100
24
$499M 0.54%
4,333,363
25
$488M 0.53%
17,072,192
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