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Warren Buffett Berkshire Hathaway
AUM
$299B
Turnover
6.67%
1-Year Est. Return
27.55%
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 Fund
S&P 500
This Quarter Est. Return
+5.75%
1 Year Est. Return
+27.55%
3 Year Est. Return
+60.83%
5 Year Est. Return
+103.57%
10 Year Est. Return
+379.9%
AUM
$162B
AUM Growth
+$13.9B
(+9.4%)
Cap. Flow
+$6.99B
Cap. Flow % of AUM
Cap. Flow %
4.32%
Top 10 Holdings %
Top 10 Hldgs %
81.36%
Holding
47
New
–
Increased
7
Reduced
3
Closed
1
Avg Time Held
2.8
years
Top 10 Avg Time Held
2.3
years
Top 20 Avg Time Held
2.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$9.48B |
| 2 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
1
The Kraft Heinz Company
KHC
$29.7B
| $29.6B | 18.27% |
325,634,818
| – | – |
2015 Q3
6 quarters
|
|
2
Wells Fargo
WFC
$258B
| $26.7B | 16.49% |
479,704,270
| – | – |
2013 Q2
15 quarters
|
|
|
3
Apple
AAPL
$5.18T
| $18.6B | 11.48% |
517,428,424
+287,989,816
| +126% | +$9.48B |
2016 Q1
4 quarters
|
|
4
Coca-Cola
KO
$427B
| $17B | 10.49% |
400,000,000
| – | – |
2013 Q2
15 quarters
|
|
5
American Express
AXP
$215B
| $12B | 7.41% |
151,610,700
| – | – |
2013 Q2
15 quarters
|
|
|
6
IBM
IBM
$234B
| $11.2B | 6.95% |
67,531,805
-17,437,184
| -21% | -$2.92B |
2013 Q2
15 quarters
|
|
7
Phillips 66
PSX
$103B
| $6.39B | 3.95% |
80,689,892
| – | – |
2013 Q2
15 quarters
|
|
8
US Bancorp
USB
$95B
| $4.38B | 2.71% |
85,063,167
| – | – |
2013 Q2
15 quarters
|
|
9
Charter Communications
CHTR
$15.8B
| $3.09B | 1.91% |
9,443,491
| – | – |
2014 Q2
11 quarters
|
|
10
Moody's
MCO
$87.6B
| $2.76B | 1.71% |
24,669,778
| – | – |
2013 Q2
15 quarters
|
|
11
DaVita
DVA
$11B
| $2.62B | 1.62% |
38,565,570
| – | – |
2013 Q2
15 quarters
|
|
|
12
Southwest Airlines
LUV
$22B
| $2.56B | 1.58% |
47,659,456
+4,455,681
| +10% | +$240M |
2016 Q4
1 quarter
|
|
|
13
Delta Air Lines
DAL
$56.7B
| $2.53B | 1.56% |
55,025,995
-5,000,000
| -8% | -$244M |
2016 Q3
2 quarters
|
|
14
Goldman Sachs
GS
$264B
| $2.52B | 1.56% |
10,959,519
| – | – |
2013 Q4
13 quarters
|
|
|
15
American Airlines Group
AAL
$8.73B
| $2.08B | 1.29% |
49,278,854
+3,734,000
| +8% | +$169M |
2016 Q3
2 quarters
|
|
16
United Airlines
UAL
$35.5B
| $2.05B | 1.26% |
28,951,353
| – | – |
2016 Q3
2 quarters
|
|
17
General Motors
GM
$72.5B
| $1.77B | 1.09% |
50,000,000
| – | – |
2013 Q2
15 quarters
|
|
|
18
Bank of New York Mellon
BNY
$103B
| $1.56B | 0.96% |
33,012,059
+11,340,090
| +52% | +$530M |
2013 Q2
15 quarters
|
|
19
DELISTED
Usg
USG
| $1.24B | 0.77% |
39,002,016
| – | – |
2013 Q2
15 quarters
|
|
20
VeriSign
VRSN
$28.1B
| $1.13B | 0.7% |
12,952,745
| – | – |
2013 Q2
15 quarters
|
|
21
Visa
V
$794B
| $939M | 0.58% |
10,562,460
| – | – |
2013 Q2
15 quarters
|
|
|
MON
22
DELISTED
Monsanto Co
MON
| $910M | 0.56% |
8,041,784
| – | – |
2016 Q4
1 quarter
|
|
|
23
SiriusXM
SIRI
$10.7B
| $887M | 0.55% |
17,232,535
+568,541
| +3% | +$27.9M |
2016 Q4
1 quarter
|
|
24
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $865M | 0.53% |
29,288,052
+93,219
| +0.3% | +$2.63M |
2016 Q2
3 quarters
|
|
25
M&T Bank
MTB
$31.7B
| $833M | 0.51% |
5,382,040
| – | – |
2013 Q2
15 quarters
|
|
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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.