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
$110B
AUM Growth
+$2.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$1.79B
2
+$662M
3
+$434M
4
USB icon
US Bancorp
USB
+$56M

Top Sells

1
+$169M
2
+$98.9M
3
+$68.8M
4
WBC
WABCO HOLDINGS INC.
WBC
+$10.6M

Sector Composition

1 Financials 45.89%
2 Consumer Staples 22.66%
3 Technology 15.2%
4 Communication Services 3.8%
5 Industrials 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.4B 24.14%
470,292,359
2
$15.7B 14.32%
400,000,000
3
$12.9B 11.81%
83,225,110
4
$11.8B 10.75%
151,610,700
5
$4.28B 3.91%
181,155,879
6
$4.13B 3.77%
52,793,078
7
$3.69B 3.37%
85,063,167
+1,289,777
8
$3.06B 2.8%
38,565,570
9
$2.91B 2.66%
31,353,468
10
$2.66B 2.43%
24,669,778
11
$2.64B 2.41%
12,631,531
12
$2.39B 2.18%
29,697,948
+22,198,498
13
$1.68B 1.53%
17,310,090
14
$1.46B 1.33%
8,514,678
+2,535,542
15
$1.37B 1.25%
41,000,000
16
$1.08B 0.99%
39,002,016
17
$868M 0.79%
20,680,420
18
$840M 0.77%
4,200,792
19
$801M 0.73%
12,985,000
20
$699M 0.64%
15,000,928
21
$672M 0.61%
5,382,040
22
$664M 0.61%
9,885,160
23
$662M 0.6%
+20,000,000
24
$615M 0.56%
22,354,294
25
$585M 0.53%
4,333,363
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