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
+2.33%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$109B
AUM Growth
+$959M
(+0.89%)
Cap. Flow
-$793M
Cap. Flow
% of AUM
-0.72%
Top 10 Holdings %
Top 10 Hldgs %
82.69%
Holding
50
New
2
Increased
13
Reduced
4
Closed
3
Top Buys
| 1 |
IBM
IBM
|
+$1.04B |
| 2 |
Deere & Co
DE
|
+$843M |
| 3 |
Restaurant Brands International
QSR
|
+$329M |
| 4 |
Charter Communications
CHTR
|
+$208M |
| 5 |
PCP
PRECISION CASTPARTS CORP
PCP
|
+$186M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
+$3.87B |
| 2 |
Liberty Media Series C
FWONK
|
+$90.5M |
| 3 |
NOV
NOV
|
+$73.7M |
| 4 |
Bank of New York Mellon
BK
|
+$55.4M |
| 5 |
Liberty Media Series A
FWONA
|
+$45.3M |
Sector Composition
| 1 | Financials | 46.6% |
| 2 | Consumer Staples | 25.25% |
| 3 | Technology | 14.45% |
| 4 | Communication Services | 3.62% |
| 5 | Healthcare | 2.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Wells Fargo
WFC
$249B
| $25.4B | 23.23% |
463,458,123
|
|
||
2
Coca-Cola
KO
$289B
| $16.9B | 15.44% |
400,000,000
|
|
||
3
American Express
AXP
$220B
| $14.1B | 12.9% |
151,610,700
|
|
||
|
4
IBM
IBM
$259B
| $12.3B | 11.29% |
80,512,521
+6,792,520
|
|
||
5
Walmart
WMT
$812B
| $5.19B | 4.74% |
181,155,879
|
|
||
6
Procter & Gamble
PG
$350B
| $4.81B | 4.4% |
52,793,078
|
|
||
7
US Bancorp
USB
$73.3B
| $3.6B | 3.29% |
80,094,497
|
|
||
8
DaVita
DVA
$8.87B
| $2.92B | 2.67% |
38,565,570
+944,418
|
|
||
|
DTV
9
DELISTED
DIRECTV COM STK (DE)
DTV
| $2.72B | 2.49% |
31,353,468
+1,353,468
|
|
||
10
Goldman Sachs
GS
$231B
| $2.45B | 2.24% |
12,631,531
|
|
||
11
Moody's
MCO
$86.8B
| $2.36B | 2.16% |
24,669,778
|
|
||
|
12
Deere & Co
DE
$121B
| $1.51B | 1.38% |
17,096,886
+9,529,489
|
|
||
13
General Motors
GM
$52.7B
| $1.43B | 1.31% |
41,000,000
+1,000,000
|
|
||
|
USG
14
DELISTED
Usg
USG
| $1.09B | 1% |
39,002,016
|
|
||
|
15
Charter Communications
CHTR
$35.4B
| $1.03B | 0.94% |
6,198,237
+1,248,141
|
|
||
|
16
Bank of New York Mellon
BK
$75.3B
| $893M | 0.82% |
22,012,603
-1,365,000
|
|
||
17
VeriSign
VRSN
$24.4B
| $740M | 0.68% |
12,985,000
|
|
||
18
Suncor Energy
SU
$49B
| $710M | 0.65% |
22,354,294
+3,876,564
|
|
||
19
Verizon
VZ
$168B
| $702M | 0.64% |
15,000,928
|
|
||
|
PCP
20
DELISTED
PRECISION CASTPARTS CORP
PCP
| $687M | 0.63% |
2,853,688
+771,466
|
|
||
21
M&T Bank
MTB
$29.4B
| $676M | 0.62% |
5,382,040
|
|
||
22
Visa
V
$667B
| $658M | 0.6% |
10,037,160
+1,452,000
|
|
||
|
VIAB
23
DELISTED
Viacom Inc. Class B
VIAB
| $650M | 0.59% |
8,634,190
+925,990
|
|
||
24
Costco
COST
$412B
| $614M | 0.56% |
4,333,363
|
|
||
25
Liberty Global Class A
LBTYA
$3.69B
| $543M | 0.5% |
13,114,447
+503,559
|
|