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
$130B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$617M
2
+$518M
3
+$314M
4
PSX icon
Phillips 66
PSX
+$256M
5
LILA icon
Liberty Latin America Class A
LILA
+$70.9M

Top Sells

1
+$1.1B
2
+$423M
3
+$226M
4
FWONA icon
Liberty Media Series A
FWONA
+$225M
5
SU icon
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 Change
in Stake 		Capital Flow
1
$28.8B 22.21%
325,634,818
2
$22.7B 17.5%
479,704,270
3
$18.1B 13.98%
400,000,000
4
$12.3B 9.51%
84,968,989
5
$9.21B 7.1%
151,610,700
6
$6.25B 4.82%
78,782,000
+3,231,255
7
$3.43B 2.64%
85,063,167
8
$2.98B 2.3%
38,565,570
9
$2.94B 2.26%
120,679,206
-45,028,383
10
$2.31B 1.78%
24,669,778
11
$2.13B 1.65%
9,337,491
-989,312
12
$1.78B 1.37%
21,959,246
-1,321,748
13
$1.63B 1.26%
10,959,519
14
$1.46B 1.12%
60,910,808
+21,663,820
15
$1.42B 1.09%
50,000,000
16
$1.12B 0.86%
12,952,745
-32,255
17
$1.05B 0.81%
39,002,016
18
$838M 0.65%
15,000,928
19
$809M 0.62%
20,827,212
20
$759M 0.59%
10,239,160
21
$681M 0.52%
4,333,363
22
$636M 0.49%
5,382,040
23
$619M 0.48%
23,324,000
24
$618M 0.48%
22,275,381
-7,724,619
25
$617M 0.48%
+26,258,940
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