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
$127B
AUM Growth
+$17.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$23B
2
+$2.44B
3
+$1.93B
4
CHTR icon
Charter Communications
CHTR
+$311M
5
GM icon
General Motors
GM
+$270M

Top Sells

1
+$2.91B
2
+$365M
3
+$291M
4
GS icon
Goldman Sachs
GS
+$291M
5
WMT icon
Walmart
WMT
+$272M

Sector Composition

1 Consumer Staples 37.03%
2 Financials 36.23%
3 Technology 9.94%
4 Communication Services 4.97%
5 Energy 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.1B 18.95%
470,292,359
2
$23B 18.04%
+325,634,818
3
$16B 12.6%
400,000,000
4
$11.7B 9.22%
84,760,989
+1,535,879
5
$11.2B 8.82%
151,610,700
6
$4.72B 3.71%
61,486,926
+31,788,978
7
$3.8B 2.98%
52,793,078
8
$3.64B 2.86%
168,555,879
-12,600,000
9
$3.49B 2.74%
85,063,167
10
$2.79B 2.19%
38,565,570
11
$2.42B 1.9%
24,669,778
12
$1.93B 1.52%
+78,540,681
13
$1.9B 1.49%
10,959,519
-1,672,012
14
$1.81B 1.42%
10,281,603
+1,766,925
15
$1.5B 1.18%
50,000,000
+9,000,000
16
$1.26B 0.99%
17,052,110
-257,980
17
$1.04B 0.81%
39,002,016
18
$965M 0.76%
4,200,792
19
$916M 0.72%
12,985,000
20
$802M 0.63%
30,000,000
+7,645,706
21
$787M 0.62%
20,112,212
-568,208
22
$689M 0.54%
9,885,160
23
$656M 0.52%
5,382,040
24
$653M 0.51%
15,000,928
25
$626M 0.49%
4,333,363
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