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
+1.89%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$130B
AUM Growth
+$1.14B
(+0.88%)
Cap. Flow
-$477M
Cap. Flow
% of AUM
-0.37%
Top 10 Holdings %
Top 10 Hldgs %
84.12%
Holding
49
New
2
Increased
5
Reduced
8
Closed
–
Top Buys
Top Sells
| 1 |
Walmart
WMT
|
+$1.1B |
| 2 |
Liberty Media Series C
FWONK
|
+$423M |
| 3 |
Charter Communications
CHTR
|
+$226M |
| 4 |
Liberty Media Series A
FWONA
|
+$225M |
| 5 |
Suncor Energy
SU
|
+$214M |
Sector Composition
| 1 | Consumer Staples | 39.06% |
| 2 | Financials | 32.63% |
| 3 | Technology | 11.49% |
| 4 | Energy | 5.68% |
| 5 | Communication Services | 3.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Kraft Heinz
KHC
$29.6B
| $28.8B | 22.21% |
325,634,818
|
|
||
2
Wells Fargo
WFC
$249B
| $22.7B | 17.5% |
479,704,270
|
|
||
3
Coca-Cola
KO
$289B
| $18.1B | 13.98% |
400,000,000
|
|
||
4
IBM
IBM
$259B
| $12.3B | 9.51% |
84,968,989
|
|
||
5
American Express
AXP
$220B
| $9.21B | 7.1% |
151,610,700
|
|
||
6
Phillips 66
PSX
$51.2B
| $6.25B | 4.82% |
78,782,000
+3,231,255
|
|
||
7
US Bancorp
USB
$73.3B
| $3.43B | 2.64% |
85,063,167
|
|
||
8
DaVita
DVA
$8.87B
| $2.98B | 2.3% |
38,565,570
|
|
||
|
9
Walmart
WMT
$812B
| $2.94B | 2.26% |
120,679,206
-45,028,383
|
|
||
10
Moody's
MCO
$86.8B
| $2.31B | 1.78% |
24,669,778
|
|
||
|
11
Charter Communications
CHTR
$35.4B
| $2.13B | 1.65% |
9,337,491
-989,312
|
|
||
12
Deere & Co
DE
$121B
| $1.78B | 1.37% |
21,959,246
-1,321,748
|
|
||
13
Goldman Sachs
GS
$231B
| $1.63B | 1.26% |
10,959,519
|
|
||
14
Apple
AAPL
$3.64T
| $1.46B | 1.12% |
60,910,808
+21,663,820
|
|
||
15
General Motors
GM
$52.7B
| $1.42B | 1.09% |
50,000,000
|
|
||
16
VeriSign
VRSN
$24.4B
| $1.12B | 0.86% |
12,952,745
-32,255
|
|
||
|
USG
17
DELISTED
Usg
USG
| $1.05B | 0.81% |
39,002,016
|
|
||
18
Verizon
VZ
$168B
| $838M | 0.65% |
15,000,928
|
|
||
19
Bank of New York Mellon
BK
$75.3B
| $809M | 0.62% |
20,827,212
|
|
||
20
Visa
V
$667B
| $759M | 0.59% |
10,239,160
|
|
||
21
Costco
COST
$412B
| $681M | 0.52% |
4,333,363
|
|
||
22
M&T Bank
MTB
$29.4B
| $636M | 0.49% |
5,382,040
|
|
||
23
Axalta
AXTA
$5.79B
| $619M | 0.48% |
23,324,000
|
|
||
|
24
Suncor Energy
SU
$49B
| $618M | 0.48% |
22,275,381
-7,724,619
|
|
||
|
LSXMK
25
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $617M | 0.48% |
+26,258,940
|
|