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
+0.25%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$110B
AUM Growth
+$2.44B
(+2.3%)
Cap. Flow
+$2.59B
Cap. Flow
% of AUM
2.37%
Top 10 Holdings %
Top 10 Hldgs %
79.95%
Holding
48
New
1
Increased
3
Reduced
3
Closed
1
Top Buys
| 1 |
Phillips 66
PSX
|
+$1.79B |
| 2 |
Axalta
AXTA
|
+$662M |
| 3 |
Charter Communications
CHTR
|
+$434M |
| 4 |
US Bancorp
USB
|
+$56M |
Top Sells
| 1 |
VIAB
Viacom Inc. Class B
VIAB
|
+$169M |
| 2 |
NOV
NOV
|
+$98.9M |
| 3 |
CBI
Chicago Bridge & Iron Nv
CBI
|
+$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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Wells Fargo
WFC
$249B
| $26.4B | 24.14% |
470,292,359
|
|
||
2
Coca-Cola
KO
$289B
| $15.7B | 14.32% |
400,000,000
|
|
||
3
IBM
IBM
$259B
| $12.9B | 11.81% |
83,225,110
|
|
||
4
American Express
AXP
$220B
| $11.8B | 10.75% |
151,610,700
|
|
||
5
Walmart
WMT
$812B
| $4.28B | 3.91% |
181,155,879
|
|
||
6
Procter & Gamble
PG
$350B
| $4.13B | 3.77% |
52,793,078
|
|
||
|
7
US Bancorp
USB
$73.3B
| $3.69B | 3.37% |
85,063,167
+1,289,777
|
|
||
8
DaVita
DVA
$8.87B
| $3.06B | 2.8% |
38,565,570
|
|
||
|
DTV
9
DELISTED
DIRECTV COM STK (DE)
DTV
| $2.91B | 2.66% |
31,353,468
|
|
||
10
Moody's
MCO
$86.8B
| $2.66B | 2.43% |
24,669,778
|
|
||
11
Goldman Sachs
GS
$231B
| $2.64B | 2.41% |
12,631,531
|
|
||
|
12
Phillips 66
PSX
$51.2B
| $2.39B | 2.18% |
29,697,948
+22,198,498
|
|
||
13
Deere & Co
DE
$121B
| $1.68B | 1.53% |
17,310,090
|
|
||
|
14
Charter Communications
CHTR
$35.4B
| $1.46B | 1.33% |
8,514,678
+2,535,542
|
|
||
15
General Motors
GM
$52.7B
| $1.37B | 1.25% |
41,000,000
|
|
||
|
USG
16
DELISTED
Usg
USG
| $1.08B | 0.99% |
39,002,016
|
|
||
17
Bank of New York Mellon
BK
$75.3B
| $868M | 0.79% |
20,680,420
|
|
||
|
PCP
18
DELISTED
PRECISION CASTPARTS CORP
PCP
| $840M | 0.77% |
4,200,792
|
|
||
19
VeriSign
VRSN
$24.4B
| $801M | 0.73% |
12,985,000
|
|
||
20
Verizon
VZ
$168B
| $699M | 0.64% |
15,000,928
|
|
||
21
M&T Bank
MTB
$29.4B
| $672M | 0.61% |
5,382,040
|
|
||
22
Visa
V
$667B
| $664M | 0.61% |
9,885,160
|
|
||
|
23
Axalta
AXTA
$5.79B
| $662M | 0.6% |
+20,000,000
|
|
||
24
Suncor Energy
SU
$49B
| $615M | 0.56% |
22,354,294
|
|
||
25
Costco
COST
$412B
| $585M | 0.53% |
4,333,363
|
|