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
+2.99%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$132B
AUM Growth
+$4.45B
(+3.5%)
Cap. Flow
+$840M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
81.63%
Holding
49
New
1
Increased
4
Reduced
2
Closed
1
Top Buys
| 1 |
Wells Fargo
WFC
|
+$512M |
| 2 |
Deere & Co
DE
|
+$445M |
| 3 |
Kinder Morgan
KMI
|
+$396M |
| 4 |
Liberty Global Class A
LBTYA
|
+$24.9M |
| 5 |
Axalta
AXTA
|
+$3.32M |
Top Sells
| 1 |
AT&T
T
|
+$439M |
| 2 |
CBI
Chicago Bridge & Iron Nv
CBI
|
+$78.7M |
| 3 |
WBC
WABCO HOLDINGS INC.
WBC
|
+$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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Wells Fargo
WFC
$249B
| $26.1B | 19.78% |
479,704,270
+9,411,911
|
|
||
2
Kraft Heinz
KHC
$29.6B
| $23.7B | 17.97% |
325,634,818
|
|
||
3
Coca-Cola
KO
$289B
| $17.2B | 13.03% |
400,000,000
|
|
||
4
IBM
IBM
$259B
| $11.2B | 8.46% |
84,760,989
|
|
||
5
American Express
AXP
$220B
| $10.5B | 8% |
151,610,700
|
|
||
6
Phillips 66
PSX
$51.2B
| $5.03B | 3.81% |
61,486,926
|
|
||
7
Procter & Gamble
PG
$350B
| $4.19B | 3.18% |
52,793,078
|
|
||
8
US Bancorp
USB
$73.3B
| $3.63B | 2.75% |
85,063,167
|
|
||
9
Walmart
WMT
$812B
| $3.44B | 2.61% |
168,555,879
|
|
||
10
DaVita
DVA
$8.87B
| $2.69B | 2.04% |
38,565,570
|
|
||
11
Moody's
MCO
$86.8B
| $2.48B | 1.88% |
24,669,778
|
|
||
12
Goldman Sachs
GS
$231B
| $1.98B | 1.5% |
10,959,519
|
|
||
13
Charter Communications
CHTR
$35.4B
| $1.88B | 1.43% |
10,281,603
|
|
||
|
14
Deere & Co
DE
$121B
| $1.75B | 1.32% |
22,884,150
+5,832,040
|
|
||
15
General Motors
GM
$52.7B
| $1.7B | 1.29% |
50,000,000
|
|
||
|
16
AT&T
T
$187B
| $1.6B | 1.22% |
61,668,131
-16,872,550
|
|
||
17
VeriSign
VRSN
$24.4B
| $1.13B | 0.86% |
12,985,000
|
|
||
|
PCP
18
DELISTED
PRECISION CASTPARTS CORP
PCP
| $975M | 0.74% |
4,200,792
|
|
||
|
USG
19
DELISTED
Usg
USG
| $947M | 0.72% |
39,002,016
|
|
||
20
Bank of New York Mellon
BK
$75.3B
| $829M | 0.63% |
20,112,212
|
|
||
21
Suncor Energy
SU
$49B
| $774M | 0.59% |
30,000,000
|
|
||
22
Visa
V
$667B
| $767M | 0.58% |
9,885,160
|
|
||
23
Costco
COST
$412B
| $700M | 0.53% |
4,333,363
|
|
||
24
Verizon
VZ
$168B
| $693M | 0.53% |
15,000,928
|
|
||
25
M&T Bank
MTB
$29.4B
| $652M | 0.49% |
5,382,040
|
|