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
$108B
AUM Growth
+$1.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$366M
2
+$330M
3
+$195M
4
SU icon
Suncor Energy
SU
+$147M
5
USG
Usg
USG
+$124M

Top Sells

1
+$1.16B
2
+$939M
3
+$834M
4
PSX icon
Phillips 66
PSX
+$261M
5
NOV icon
NOV
NOV
+$210M

Sector Composition

1 Financials 45.65%
2 Consumer Staples 24.27%
3 Technology 14.27%
4 Energy 5.65%
5 Communication Services 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.4B 22.64%
463,458,123
2
$16.9B 15.75%
400,000,000
3
$14.4B 13.37%
151,610,700
4
$12.7B 11.82%
73,401,981
+1,902,563
5
$4.41B 4.1%
176,391,777
+2,234,541
6
$4.15B 3.86%
52,793,078
7
$4.14B 3.85%
41,129,643
8
$3.47B 3.23%
80,094,497
+67,800
9
$2.72B 2.53%
37,621,152
10
$2.16B 2.01%
24,669,778
11
$2.12B 1.97%
12,631,531
12
$2B 1.85%
23,467,995
-11,046,705
13
$1.2B 1.11%
32,960,056
+2,960,056
14
$1.18B 1.09%
39,002,016
+4,111,842
15
$924M 0.86%
24,652,836
16
$734M 0.68%
15,000,928
+3,978,185
17
$730M 0.68%
10,701,110
+1,150,355
18
$702M 0.65%
16,458,330
+3,458,330
19
$668M 0.62%
5,382,040
20
$660M 0.61%
7,607,200
21
$634M 0.59%
12,985,000
+1,299,346
22
$601M 0.56%
7,302,278
-2,545,642
23
$547M 0.51%
22,515,879
-7,317,660
24
$522M 0.49%
6,495,800
-3,245,503
25
$499M 0.46%
4,333,363
1
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