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
-$918M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$797M
2
+$249M
3
+$238M
4
PSX icon
Phillips 66
PSX
+$154M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$74.7M

Top Sells

1
+$1.97B
2
+$618M
3
+$151M
4
DE icon
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 Change
in Stake 		Capital Flow
1
$29.1B 22.63%
325,634,818
2
$21.2B 16.49%
479,704,270
3
$16.9B 13.14%
400,000,000
4
$12.9B 10.02%
84,968,989
5
$9.71B 7.54%
151,610,700
6
$6.5B 5.05%
80,689,892
+1,907,892
7
$3.65B 2.83%
85,063,167
8
$2.67B 2.07%
24,669,778
9
$2.55B 1.98%
9,443,491
+106,000
10
$2.55B 1.98%
38,565,570
11
$1.8B 1.4%
21,085,061
-874,185
12
$1.77B 1.37%
10,959,519
13
$1.72B 1.34%
60,910,808
14
$1.59B 1.23%
50,000,000
15
$1.01B 0.79%
12,952,745
16
$1.01B 0.78%
39,002,016
17
$936M 0.73%
38,914,722
-81,764,484
18
$874M 0.68%
10,562,460
+323,300
19
$843M 0.65%
21,136,712
+309,500
20
$797M 0.62%
+21,770,555
21
$780M 0.61%
15,000,928
22
$743M 0.58%
29,194,833
+2,935,893
23
$690M 0.54%
20,180,897
+814,000
24
$661M 0.51%
4,333,363
25
$659M 0.51%
23,324,000
1
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