Warren Buffett Berkshire Hathaway
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$9.48B |
| 2 |
BNY
Bank of New York Mellon
BNY
|
+$530M |
| 3 |
Southwest Airlines
LUV
|
+$240M |
| 4 |
American Airlines Group
AAL
|
+$169M |
| 5 |
SiriusXM
SIRI
|
+$27.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
IBM
IBM
|
+$2.92B |
| 2 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$251M |
| 3 |
Delta Air Lines
DAL
|
+$244M |
| 4 |
WBC
WABCO HOLDINGS INC.
WBC
|
+$51.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 32.58% |
| 2 | Consumer Staples | 29.3% |
| 3 | Technology | 19.12% |
| 4 | Industrials | 6.01% |
| 5 | Energy | 3.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Kraft Heinz
KHC
$29.2B
| $29.6B | 18.27% |
325,634,818
| – | – |
|
2
Wells Fargo
WFC
$264B
| $26.7B | 16.49% |
479,704,270
| – | – |
|
|
3
Apple
AAPL
$4.45T
| $18.6B | 11.48% |
517,428,424
+287,989,816
| +126% | +$9.48B |
|
4
Coca-Cola
KO
$372B
| $17B | 10.49% |
400,000,000
| – | – |
|
5
American Express
AXP
$230B
| $12B | 7.41% |
151,610,700
| – | – |
|
|
6
IBM
IBM
$225B
| $11.2B | 6.95% |
67,531,805
-17,437,184
| -21% | -$2.92B |
|
7
Phillips 66
PSX
$89.5B
| $6.39B | 3.95% |
80,689,892
| – | – |
|
8
US Bancorp
USB
$100B
| $4.38B | 2.71% |
85,063,167
| – | – |
|
9
Charter Communications
CHTR
$18.8B
| $3.09B | 1.91% |
9,443,491
| – | – |
|
10
Moody's
MCO
$82.5B
| $2.76B | 1.71% |
24,669,778
| – | – |
|
11
DaVita
DVA
$11.4B
| $2.62B | 1.62% |
38,565,570
| – | – |
|
|
12
Southwest Airlines
LUV
$22.3B
| $2.56B | 1.58% |
47,659,456
+4,455,681
| +10% | +$240M |
|
|
13
Delta Air Lines
DAL
$59.5B
| $2.53B | 1.56% |
55,025,995
-5,000,000
| -8% | -$244M |
|
14
Goldman Sachs
GS
$301B
| $2.52B | 1.56% |
10,959,519
| – | – |
|
|
15
American Airlines Group
AAL
$10.1B
| $2.08B | 1.29% |
49,278,854
+3,734,000
| +8% | +$169M |
|
16
United Airlines
UAL
$41B
| $2.05B | 1.26% |
28,951,353
| – | – |
|
17
General Motors
GM
$78.4B
| $1.77B | 1.09% |
50,000,000
| – | – |
|
|
BNY
18
Bank of New York Mellon
BNY
$109B
| $1.56B | 0.96% |
33,012,059
+11,340,090
| +52% | +$530M |
|
|
USG
19
DELISTED
Usg
USG
| $1.24B | 0.77% |
39,002,016
| – | – |
|
20
VeriSign
VRSN
$26B
| $1.13B | 0.7% |
12,952,745
| – | – |
|
21
Visa
V
$677B
| $939M | 0.58% |
10,562,460
| – | – |
|
|
MON
22
DELISTED
Monsanto Co
MON
| $910M | 0.56% |
8,041,784
| – | – |
|
|
23
SiriusXM
SIRI
$9.61B
| $887M | 0.55% |
17,232,535
+568,541
| +3% | +$27.9M |
|
|
LSXMK
24
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $865M | 0.53% |
29,288,052
+93,219
| +0.3% | +$2.63M |
|
25
M&T Bank
MTB
$36.4B
| $833M | 0.51% |
5,382,040
| – | – |
|
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Warren Buffett's Q1 2017 Portfolio in Review
As of Q1 2017, Warren Buffett held 47 positions worth $162B, up 9.4% from $148B the previous quarter. Its ten largest holdings account for 81% of the portfolio.
Warren Buffett deployed $6.99B of net new capital in Q1 2017, adding to 7 existing holdings.
By sector, the portfolio is most concentrated in Financials at 33% of assets, down from 34% a quarter earlier, followed by Consumer Staples and Technology.
On the sell side, the largest reduction was IBM, an estimated $2.92B trimmed.
- Warren Buffett added most to Apple in Q1 2017, an estimated $9.48B increase.
- Warren Buffett's biggest Q1 2017 reduction was IBM, cutting an estimated $2.92B.
- Warren Buffett fully exited Twenty-First Century Fox, Inc. Class A in Q1 2017, selling an estimated $251M.
- Warren Buffett's ten largest holdings make up 81% of its $162B portfolio in Q1 2017.
- Warren Buffett opened 0 new positions and closed 1 in Q1 2017.
- Warren Buffett's portfolio value rose 9.4% quarter-over-quarter to $162B.
Based on Berkshire Hathaway's 13F filing for Q1 2017, filed 15 May 2017.