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
$148B
AUM Growth
+$19.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$4.88B
2 +$2.64B
3 +$2.15B
4
UAL icon
United Airlines
UAL
+$1.78B
5
AAL icon
American Airlines Group
AAL
+$1.11B

Top Sells

1 +$1.8B
2 +$808M
3 +$800M
4
KMI icon
Kinder Morgan
KMI
+$463M
5
FWONK icon
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 Change
in Stake
Capital Flow
1
$28.4B 19.21%
325,634,818
2
$26.4B 17.86%
479,704,270
3
$16.6B 11.21%
400,000,000
4
$13.5B 9.11%
84,968,989
5
$11.2B 7.59%
151,610,700
6
$6.97B 4.71%
80,689,892
7
$6.64B 4.49%
229,438,608
+168,527,800
8
$4.37B 2.95%
85,063,167
9
$2.95B 2%
60,025,995
+53,692,072
10
$2.72B 1.84%
9,443,491
11
$2.62B 1.77%
10,959,519
12
$2.48B 1.67%
38,565,570
13
$2.33B 1.57%
24,669,778
14
$2.15B 1.46%
+43,203,775
15
$2.13B 1.44%
45,544,854
+23,774,299
16
$2.11B 1.43%
28,951,353
+24,418,340
17
$1.74B 1.18%
50,000,000
18
$1.13B 0.76%
39,002,016
19
$1.03B 0.69%
21,671,969
+535,257
20
$985M 0.67%
12,952,745
21
$846M 0.57%
+8,041,784
22
$842M 0.57%
5,382,040
23
$824M 0.56%
10,562,460
24
$754M 0.51%
29,194,833
25
$742M 0.5%
+16,663,994