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
$107B
AUM Growth
-$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$416M
2
+$372M
3
+$283M
4
USB icon
US Bancorp
USB
+$161M
5
PSX icon
Phillips 66
PSX
+$73.2M

Top Sells

1
+$164M
2
+$53.6M
3
+$42.3M
4
WBC
WABCO HOLDINGS INC.
WBC
+$26.2M
5
VIAB
Viacom Inc. Class B
VIAB
+$25.2M

Sector Composition

1 Financials 45.72%
2 Consumer Staples 24.55%
3 Technology 15.22%
4 Communication Services 3.82%
5 Healthcare 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.6B 23.88%
470,292,359
+6,834,236
2
$16.2B 15.14%
400,000,000
3
$12.8B 11.92%
83,225,110
+2,712,589
4
$11.8B 11.06%
151,610,700
5
$4.97B 4.64%
181,155,879
6
$4.33B 4.04%
52,793,078
7
$3.66B 3.41%
83,773,390
+3,678,893
8
$3.13B 2.93%
38,565,570
9
$2.67B 2.49%
31,353,468
10
$2.56B 2.39%
24,669,778
11
$2.37B 2.22%
12,631,531
12
$1.54B 1.44%
41,000,000
13
$1.52B 1.42%
17,310,090
+213,204
14
$1.15B 1.08%
5,979,136
-219,101
15
$1.04B 0.97%
39,002,016
16
$882M 0.82%
4,200,792
+1,347,104
17
$870M 0.81%
12,985,000
18
$832M 0.78%
20,680,420
-1,332,183
19
$729M 0.68%
15,000,928
20
$684M 0.64%
5,382,040
21
$656M 0.61%
4,333,363
22
$654M 0.61%
22,354,294
23
$647M 0.6%
9,885,160
-152,000
24
$589M 0.55%
7,499,450
+931,850
25
$565M 0.53%
8,265,079
-369,111
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