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
+1.07%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$129B
AUM Growth
-$918M
(-0.71%)
Cap. Flow
-$1.33B
Cap. Flow
% of AUM
-1.03%
Top 10 Holdings %
Top 10 Hldgs %
83.74%
Holding
52
New
3
Increased
8
Reduced
5
Closed
2
Top Buys
| 1 |
American Airlines Group
AAL
|
+$797M |
| 2 |
Delta Air Lines
DAL
|
+$249M |
| 3 |
United Airlines
UAL
|
+$238M |
| 4 |
Phillips 66
PSX
|
+$154M |
| 5 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
+$74.7M |
Top Sells
| 1 |
Walmart
WMT
|
+$1.97B |
| 2 |
Suncor Energy
SU
|
+$618M |
| 3 |
Kinder Morgan
KMI
|
+$151M |
| 4 |
Deere & Co
DE
|
+$74.6M |
| 5 |
MEG
Media General, Inc
MEG
|
+$59.7M |
Sector Composition
| 1 | Consumer Staples | 37.1% |
| 2 | Financials | 32.83% |
| 3 | Technology | 12.14% |
| 4 | Energy | 5.41% |
| 5 | Communication Services | 3.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Kraft Heinz
KHC
$29.6B
| $29.1B | 22.63% |
325,634,818
|
|
||
2
Wells Fargo
WFC
$249B
| $21.2B | 16.49% |
479,704,270
|
|
||
3
Coca-Cola
KO
$289B
| $16.9B | 13.14% |
400,000,000
|
|
||
4
IBM
IBM
$259B
| $12.9B | 10.02% |
84,968,989
|
|
||
5
American Express
AXP
$220B
| $9.71B | 7.54% |
151,610,700
|
|
||
|
6
Phillips 66
PSX
$51.2B
| $6.5B | 5.05% |
80,689,892
+1,907,892
|
|
||
7
US Bancorp
USB
$73.3B
| $3.65B | 2.83% |
85,063,167
|
|
||
8
Moody's
MCO
$86.8B
| $2.67B | 2.07% |
24,669,778
|
|
||
9
Charter Communications
CHTR
$35.4B
| $2.55B | 1.98% |
9,443,491
+106,000
|
|
||
10
DaVita
DVA
$8.87B
| $2.55B | 1.98% |
38,565,570
|
|
||
|
11
Deere & Co
DE
$121B
| $1.8B | 1.4% |
21,085,061
-874,185
|
|
||
12
Goldman Sachs
GS
$231B
| $1.77B | 1.37% |
10,959,519
|
|
||
13
Apple
AAPL
$3.64T
| $1.72B | 1.34% |
60,910,808
|
|
||
14
General Motors
GM
$52.7B
| $1.59B | 1.23% |
50,000,000
|
|
||
15
VeriSign
VRSN
$24.4B
| $1.01B | 0.79% |
12,952,745
|
|
||
|
USG
16
DELISTED
Usg
USG
| $1.01B | 0.78% |
39,002,016
|
|
||
|
17
Walmart
WMT
$812B
| $936M | 0.73% |
38,914,722
-81,764,484
|
|
||
18
Visa
V
$667B
| $874M | 0.68% |
10,562,460
+323,300
|
|
||
19
Bank of New York Mellon
BK
$75.3B
| $843M | 0.65% |
21,136,712
+309,500
|
|
||
|
20
American Airlines Group
AAL
$7.67B
| $797M | 0.62% |
+21,770,555
|
|
||
21
Verizon
VZ
$168B
| $780M | 0.61% |
15,000,928
|
|
||
|
LSXMK
22
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $743M | 0.58% |
29,194,833
+2,935,893
|
|
||
23
Liberty Global Class A
LBTYA
$3.69B
| $690M | 0.54% |
20,180,897
+814,000
|
|
||
24
Costco
COST
$412B
| $661M | 0.51% |
4,333,363
|
|
||
25
Axalta
AXTA
$5.79B
| $659M | 0.51% |
23,324,000
|
|