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
$129B
AUM Growth
-$3.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$1.22B
2
+$1.07B
3
+$176M
4
LBTYA icon
Liberty Global Class A
LBTYA
+$117M
5
FWONA icon
Liberty Media Series A
FWONA
+$85M

Top Sells

1
+$4.32B
2
+$1.6B
3
+$975M
4
WMT icon
Walmart
WMT
+$65M
5
MA icon
Mastercard
MA
+$27.9M

Sector Composition

1 Consumer Staples 37.88%
2 Financials 33.46%
3 Technology 11.29%
4 Energy 6.11%
5 Communication Services 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.6B 19.9%
325,634,818
2
$23.2B 18.04%
479,704,270
3
$18.6B 14.43%
400,000,000
4
$12.3B 9.57%
84,968,989
+208,000
5
$9.31B 7.24%
151,610,700
6
$6.54B 5.09%
75,550,745
+14,063,819
7
$3.78B 2.94%
165,707,589
-2,848,290
8
$3.45B 2.69%
85,063,167
9
$2.83B 2.2%
38,565,570
10
$2.38B 1.85%
24,669,778
11
$2.09B 1.63%
10,326,803
+45,200
12
$1.79B 1.39%
23,280,994
+396,844
13
$1.72B 1.34%
10,959,519
14
$1.57B 1.22%
50,000,000
15
$1.15B 0.89%
12,985,000
16
$1.07B 0.83%
+39,246,988
17
$968M 0.75%
39,002,016
18
$834M 0.65%
30,000,000
19
$811M 0.63%
15,000,928
20
$783M 0.61%
10,239,160
+354,000
21
$767M 0.6%
20,827,212
+715,000
22
$762M 0.59%
28,255,555
+6,518,193
23
$683M 0.53%
4,333,363
24
$681M 0.53%
23,324,000
25
$600M 0.47%
17,851,742
+3,475,979
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