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
$106B
AUM Growth
+$936M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$655M
2
+$524M
3
+$299M
4
DVA icon
DaVita
DVA
+$79.9M
5
LBTYA icon
Liberty Global Class A
LBTYA
+$60.3M

Top Sells

1
+$1.34B
2
+$344M
3
+$153M
4
STRZA
Starz - Series A
STRZA
+$84.6M

Sector Composition

1 Financials 44.11%
2 Consumer Staples 24.46%
3 Technology 15.53%
4 Energy 6.33%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.1B 21.79%
463,458,123
2
$15.5B 14.62%
400,000,000
3
$13.6B 12.9%
151,610,700
4
$13.2B 12.44%
71,499,418
+243,823
5
$4.44B 4.19%
174,157,236
+25,706,037
6
$4.26B 4.02%
52,793,078
7
$4.02B 3.8%
41,129,643
8
$3.43B 3.24%
80,026,697
+705,796
9
$2.64B 2.49%
34,514,700
-2,000,000
10
$2.59B 2.45%
37,621,152
+1,159,858
11
$2.07B 1.96%
12,631,531
12
$1.96B 1.85%
24,669,778
13
$1.22B 1.15%
2,859,451
14
$1.14B 1.08%
34,890,174
15
$1.03B 0.98%
30,000,000
-10,000,000
16
$870M 0.82%
24,652,836
17
$832M 0.79%
9,550,755
18
$779M 0.74%
11,079,958
19
$751M 0.71%
9,741,303
-17,422,615
20
$693M 0.66%
29,833,539
21
$691M 0.65%
9,847,920
22
$653M 0.62%
5,382,040
23
$647M 0.61%
7,607,200
24
$630M 0.6%
11,685,654
+724,134
25
$524M 0.5%
+11,022,743
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