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
$109B
AUM Growth
+$959M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$1.04B
2
+$843M
3
+$329M
4
CHTR icon
Charter Communications
CHTR
+$208M
5
PCP
PRECISION CASTPARTS CORP
PCP
+$186M

Top Sells

1
+$3.87B
2
+$90.5M
3
+$73.7M
4
BK icon
Bank of New York Mellon
BK
+$55.4M
5
FWONA icon
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 Change
in Stake 		Capital Flow
1
$25.4B 23.23%
463,458,123
2
$16.9B 15.44%
400,000,000
3
$14.1B 12.9%
151,610,700
4
$12.3B 11.29%
80,512,521
+6,792,520
5
$5.19B 4.74%
181,155,879
6
$4.81B 4.4%
52,793,078
7
$3.6B 3.29%
80,094,497
8
$2.92B 2.67%
38,565,570
+944,418
9
$2.72B 2.49%
31,353,468
+1,353,468
10
$2.45B 2.24%
12,631,531
11
$2.36B 2.16%
24,669,778
12
$1.51B 1.38%
17,096,886
+9,529,489
13
$1.43B 1.31%
41,000,000
+1,000,000
14
$1.09B 1%
39,002,016
15
$1.03B 0.94%
6,198,237
+1,248,141
16
$893M 0.82%
22,012,603
-1,365,000
17
$740M 0.68%
12,985,000
18
$710M 0.65%
22,354,294
+3,876,564
19
$702M 0.64%
15,000,928
20
$687M 0.63%
2,853,688
+771,466
21
$676M 0.62%
5,382,040
22
$658M 0.6%
10,037,160
+1,452,000
23
$650M 0.59%
8,634,190
+925,990
24
$614M 0.56%
4,333,363
25
$543M 0.5%
13,114,447
+503,559
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