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
+$825M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$565M
2
+$400M
3
+$376M
4
DE icon
Deere & Co
DE
+$294M
5
GM icon
General Motors
GM
+$225M

Top Sells

1
+$352M
2
+$70M
3
+$67.6M
4
BK icon
Bank of New York Mellon
BK
+$49.4M
5
PSX icon
Phillips 66
PSX
+$23.9M

Sector Composition

1 Financials 44.3%
2 Consumer Staples 24.67%
3 Technology 15.4%
4 Energy 5.13%
5 Communication Services 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24B 22.18%
463,458,123
2
$17.1B 15.74%
400,000,000
3
$13.4B 12.34%
73,720,001
+318,020
4
$13.3B 12.24%
151,610,700
5
$4.62B 4.26%
181,155,879
+4,764,102
6
$4.42B 4.08%
52,793,078
7
$3.87B 3.57%
41,129,643
8
$3.35B 3.09%
80,094,497
9
$2.75B 2.54%
37,621,152
10
$2.6B 2.39%
30,000,000
+6,532,005
11
$2.33B 2.15%
24,669,778
12
$2.32B 2.14%
12,631,531
13
$1.28B 1.18%
40,000,000
+7,039,944
14
$1.07B 0.99%
39,002,016
15
$905M 0.84%
23,377,603
-1,275,233
16
$750M 0.69%
15,000,928
17
$749M 0.69%
4,950,096
+2,641,083
18
$716M 0.66%
12,985,000
19
$668M 0.62%
18,477,730
+2,019,400
20
$664M 0.61%
5,382,040
21
$620M 0.57%
7,567,397
+3,588,630
22
$619M 0.57%
10,701,110
23
$593M 0.55%
7,708,200
+101,000
24
$543M 0.5%
4,333,363
25
$504M 0.47%
6,202,400
-293,400
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