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
$162B
AUM Growth
+$13.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$10.3B
2
+$536M
3
+$240M
4
AAL icon
American Airlines Group
AAL
+$158M
5
SIRI icon
SiriusXM
SIRI
+$29.3M

Top Sells

1
+$2.9B
2
+$251M
3
+$230M
4
WBC
WABCO HOLDINGS INC.
WBC
+$54M

Sector Composition

1 Financials 32.58%
2 Consumer Staples 29.34%
3 Technology 19.12%
4 Industrials 5.97%
5 Energy 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.6B 18.27%
325,634,818
2
$26.7B 16.49%
479,704,270
3
$18.6B 11.48%
517,428,424
+287,989,816
4
$17B 10.49%
400,000,000
5
$12B 7.41%
151,610,700
6
$11.2B 6.95%
67,531,805
-17,437,184
7
$6.39B 3.95%
80,689,892
8
$4.38B 2.71%
85,063,167
9
$3.09B 1.91%
9,443,491
10
$2.76B 1.71%
24,669,778
11
$2.62B 1.62%
38,565,570
12
$2.56B 1.58%
47,659,456
+4,455,681
13
$2.53B 1.56%
55,025,995
-5,000,000
14
$2.52B 1.56%
10,959,519
15
$2.08B 1.29%
49,278,854
+3,734,000
16
$2.05B 1.26%
28,951,353
17
$1.77B 1.09%
50,000,000
18
$1.56B 0.96%
33,012,059
+11,340,090
19
$1.24B 0.77%
39,002,016
20
$1.13B 0.7%
12,952,745
21
$939M 0.58%
10,562,460
22
$910M 0.56%
8,041,784
23
$887M 0.55%
17,232,535
+568,541
24
$865M 0.53%
29,288,052
+93,219
25
$833M 0.51%
5,382,040
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