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
$132B
AUM Growth
+$4.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$512M
2
+$445M
3
+$396M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$24.9M
5
AXTA icon
Axalta
AXTA
+$3.32M

Top Sells

1
+$439M
2
+$78.7M
3
+$23.3M

Sector Composition

1 Consumer Staples 37.38%
2 Financials 36.27%
3 Technology 9.32%
4 Communication Services 4.73%
5 Energy 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.1B 19.78%
479,704,270
+9,411,911
2
$23.7B 17.97%
325,634,818
3
$17.2B 13.03%
400,000,000
4
$11.2B 8.46%
84,760,989
5
$10.5B 8%
151,610,700
6
$5.03B 3.81%
61,486,926
7
$4.19B 3.18%
52,793,078
8
$3.63B 2.75%
85,063,167
9
$3.44B 2.61%
168,555,879
10
$2.69B 2.04%
38,565,570
11
$2.48B 1.88%
24,669,778
12
$1.98B 1.5%
10,959,519
13
$1.88B 1.43%
10,281,603
14
$1.75B 1.32%
22,884,150
+5,832,040
15
$1.7B 1.29%
50,000,000
16
$1.6B 1.22%
61,668,131
-16,872,550
17
$1.13B 0.86%
12,985,000
18
$975M 0.74%
4,200,792
19
$947M 0.72%
39,002,016
20
$829M 0.63%
20,112,212
21
$774M 0.59%
30,000,000
22
$767M 0.58%
9,885,160
23
$700M 0.53%
4,333,363
24
$693M 0.53%
15,000,928
25
$652M 0.49%
5,382,040
1
2