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
$105B
AUM Growth
+$12.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$2.24B
2
+$506M
3
+$318M
4
GE icon
GE Aerospace
GE
+$280M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$262M

Top Sells

1
+$176M
2
+$173M
3
+$47.2M
4
STRZA
Starz - Series A
STRZA
+$31.6M
5
DISH
DISH Network Corp.
DISH
+$24.6M

Sector Composition

1 Financials 42.62%
2 Consumer Staples 25.18%
3 Technology 15.22%
4 Energy 7.82%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21B 20.07%
463,458,123
+326,500
2
$16.5B 15.76%
400,000,000
3
$13.8B 13.12%
151,610,700
4
$12.8B 12.19%
71,255,595
5
$4.3B 4.1%
52,793,078
6
$4.16B 3.97%
41,129,643
+1,040,272
7
$3.89B 3.71%
148,451,199
+709,494
8
$3.2B 3.06%
79,320,901
+203,400
9
$2.52B 2.41%
36,514,700
10
$2.31B 2.2%
36,461,294
+5,014,464
11
$2.24B 2.14%
+12,631,531
12
$2.1B 2%
27,163,918
13
$1.94B 1.85%
24,669,778
-252,400
14
$1.63B 1.56%
40,000,000
15
$1.15B 1.09%
2,859,451
16
$990M 0.94%
34,890,174
+17,817,982
17
$861M 0.82%
24,652,836
18
$794M 0.76%
9,550,755
19
$783M 0.75%
11,079,958
-2,449,312
20
$775M 0.74%
29,833,539
-1,814,443
21
$706M 0.67%
9,847,920
22
$664M 0.63%
7,607,200
23
$655M 0.63%
10,961,520
24
$627M 0.6%
5,382,040
25
$532M 0.51%
1,977,336
1
2