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
+9.48%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$148B
AUM Growth
+$19.2B
(+15%)
Cap. Flow
+$10.1B
Cap. Flow
% of AUM
6.85%
Top 10 Holdings %
Top 10 Hldgs %
80.97%
Holding
53
New
3
Increased
5
Reduced
2
Closed
6
Top Buys
| 1 |
Apple
AAPL
|
+$4.88B |
| 2 |
Delta Air Lines
DAL
|
+$2.64B |
| 3 |
Southwest Airlines
LUV
|
+$2.15B |
| 4 |
United Airlines
UAL
|
+$1.78B |
| 5 |
American Airlines Group
AAL
|
+$1.11B |
Top Sells
| 1 |
Deere & Co
DE
|
+$1.8B |
| 2 |
Verizon
VZ
|
+$808M |
| 3 |
Walmart
WMT
|
+$800M |
| 4 |
Kinder Morgan
KMI
|
+$463M |
| 5 |
Liberty Media Series C
FWONK
|
+$89.7M |
Sector Composition
| 1 | Financials | 34.23% |
| 2 | Consumer Staples | 31.03% |
| 3 | Technology | 14.27% |
| 4 | Industrials | 6.63% |
| 5 | Energy | 4.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Kraft Heinz
KHC
$29.6B
| $28.4B | 19.21% |
325,634,818
|
|
||
2
Wells Fargo
WFC
$249B
| $26.4B | 17.86% |
479,704,270
|
|
||
3
Coca-Cola
KO
$289B
| $16.6B | 11.21% |
400,000,000
|
|
||
4
IBM
IBM
$259B
| $13.5B | 9.11% |
84,968,989
|
|
||
5
American Express
AXP
$220B
| $11.2B | 7.59% |
151,610,700
|
|
||
6
Phillips 66
PSX
$51.2B
| $6.97B | 4.71% |
80,689,892
|
|
||
|
7
Apple
AAPL
$3.64T
| $6.64B | 4.49% |
229,438,608
+168,527,800
|
|
||
8
US Bancorp
USB
$73.3B
| $4.37B | 2.95% |
85,063,167
|
|
||
|
9
Delta Air Lines
DAL
$37.5B
| $2.95B | 2% |
60,025,995
+53,692,072
|
|
||
10
Charter Communications
CHTR
$35.4B
| $2.72B | 1.84% |
9,443,491
|
|
||
11
Goldman Sachs
GS
$231B
| $2.62B | 1.77% |
10,959,519
|
|
||
12
DaVita
DVA
$8.87B
| $2.48B | 1.67% |
38,565,570
|
|
||
13
Moody's
MCO
$86.8B
| $2.33B | 1.57% |
24,669,778
|
|
||
|
14
Southwest Airlines
LUV
$16.4B
| $2.15B | 1.46% |
+43,203,775
|
|
||
|
15
American Airlines Group
AAL
$7.67B
| $2.13B | 1.44% |
45,544,854
+23,774,299
|
|
||
|
16
United Airlines
UAL
$32.8B
| $2.11B | 1.43% |
28,951,353
+24,418,340
|
|
||
17
General Motors
GM
$52.7B
| $1.74B | 1.18% |
50,000,000
|
|
||
|
USG
18
DELISTED
Usg
USG
| $1.13B | 0.76% |
39,002,016
|
|
||
19
Bank of New York Mellon
BK
$75.3B
| $1.03B | 0.69% |
21,671,969
+535,257
|
|
||
20
VeriSign
VRSN
$24.4B
| $985M | 0.67% |
12,952,745
|
|
||
|
MON
21
DELISTED
Monsanto Co
MON
| $846M | 0.57% |
+8,041,784
|
|
||
22
M&T Bank
MTB
$29.4B
| $842M | 0.57% |
5,382,040
|
|
||
23
Visa
V
$667B
| $824M | 0.56% |
10,562,460
|
|
||
|
LSXMK
24
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $754M | 0.51% |
29,194,833
|
|
||
25
SiriusXM
SIRI
$7.05B
| $742M | 0.5% |
+16,663,994
|
|