Warren Buffett Berkshire Hathaway
AUM
$258B
1-Year Return
11.56%
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 Return
-0.65%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$108B
AUM Growth
+$825M
(+0.77%)
Cap. Flow
+$1.78B
Cap. Flow
% of AUM
1.65%
Top 10 Holdings %
Top 10 Hldgs %
82.43%
Holding
48
New
2
Increased
12
Reduced
5
Closed
–
Top Buys
| 1 |
DTV
DIRECTV COM STK (DE)
DTV
|
+$565M |
| 2 |
Charter Communications
CHTR
|
+$400M |
| 3 |
Liberty Media Series C
FWONK
|
+$376M |
| 4 |
Deere & Co
DE
|
+$294M |
| 5 |
General Motors
GM
|
+$225M |
Top Sells
| 1 |
Liberty Media Series A
FWONA
|
+$352M |
| 2 |
NOV
NOV
|
+$70M |
| 3 |
ConocoPhillips
COP
|
+$67.6M |
| 4 |
Bank of New York Mellon
BK
|
+$49.4M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Wells Fargo
WFC
$249B
| $24B | 22.18% |
463,458,123
|
|
||
2
Coca-Cola
KO
$289B
| $17.1B | 15.74% |
400,000,000
|
|
||
3
IBM
IBM
$259B
| $13.4B | 12.34% |
73,720,001
+318,020
|
|
||
4
American Express
AXP
$220B
| $13.3B | 12.24% |
151,610,700
|
|
||
5
Walmart
WMT
$812B
| $4.62B | 4.26% |
181,155,879
+4,764,102
|
|
||
6
Procter & Gamble
PG
$350B
| $4.42B | 4.08% |
52,793,078
|
|
||
7
Exxon Mobil
XOM
$472B
| $3.87B | 3.57% |
41,129,643
|
|
||
8
US Bancorp
USB
$73.3B
| $3.35B | 3.09% |
80,094,497
|
|
||
9
DaVita
DVA
$8.87B
| $2.75B | 2.54% |
37,621,152
|
|
||
|
DTV
10
DELISTED
DIRECTV COM STK (DE)
DTV
| $2.6B | 2.39% |
30,000,000
+6,532,005
|
|
||
11
Moody's
MCO
$86.8B
| $2.33B | 2.15% |
24,669,778
|
|
||
12
Goldman Sachs
GS
$231B
| $2.32B | 2.14% |
12,631,531
|
|
||
|
13
General Motors
GM
$52.7B
| $1.28B | 1.18% |
40,000,000
+7,039,944
|
|
||
|
USG
14
DELISTED
Usg
USG
| $1.07B | 0.99% |
39,002,016
|
|
||
|
15
Bank of New York Mellon
BK
$75.3B
| $905M | 0.84% |
23,377,603
-1,275,233
|
|
||
16
Verizon
VZ
$168B
| $750M | 0.69% |
15,000,928
|
|
||
|
17
Charter Communications
CHTR
$35.4B
| $749M | 0.69% |
4,950,096
+2,641,083
|
|
||
18
VeriSign
VRSN
$24.4B
| $716M | 0.66% |
12,985,000
|
|
||
19
Suncor Energy
SU
$49B
| $668M | 0.62% |
18,477,730
+2,019,400
|
|
||
20
M&T Bank
MTB
$29.4B
| $664M | 0.61% |
5,382,040
|
|
||
|
21
Deere & Co
DE
$121B
| $620M | 0.57% |
7,567,397
+3,588,630
|
|
||
|
CBI
22
DELISTED
Chicago Bridge & Iron Nv
CBI
| $619M | 0.57% |
10,701,110
|
|
||
|
VIAB
23
DELISTED
Viacom Inc. Class B
VIAB
| $593M | 0.55% |
7,708,200
+101,000
|
|
||
24
Costco
COST
$412B
| $543M | 0.5% |
4,333,363
|
|
||
|
25
Phillips 66
PSX
$51.2B
| $504M | 0.47% |
6,202,400
-293,400
|
|