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
+1.36%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$178B
AUM Growth
+$15.5B
(+9.6%)
Cap. Flow
+$15B
Cap. Flow
% of AUM
8.43%
Top 10 Holdings %
Top 10 Hldgs %
79.47%
Holding
48
New
1
Increased
3
Reduced
3
Closed
1
Top Buys
| 1 |
Bank of America
BAC
|
+$17.2B |
| 2 |
Apple
AAPL
|
+$601M |
| 3 |
Synchrony
SYF
|
+$104M |
| 4 |
MON
Monsanto Co
MON
|
+$99.7M |
Top Sells
| 1 |
IBM
IBM
|
+$2.47B |
| 2 |
Charter Communications
CHTR
|
+$347M |
| 3 |
Wells Fargo
WFC
|
+$207M |
| 4 |
WBC
WABCO HOLDINGS INC.
WBC
|
+$8.06M |
Sector Composition
| 1 | Financials | 41.43% |
| 2 | Consumer Staples | 24.87% |
| 3 | Technology | 15.43% |
| 4 | Industrials | 5.24% |
| 5 | Energy | 4.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Wells Fargo
WFC
$249B
| $25.6B | 14.41% |
464,232,268
-3,755,002
|
|
||
2
Kraft Heinz
KHC
$29.6B
| $25.3B | 14.21% |
325,634,818
|
|
||
|
3
Apple
AAPL
$3.64T
| $20.7B | 11.63% |
536,371,128
+15,603,288
|
|
||
4
Coca-Cola
KO
$289B
| $18B | 10.13% |
400,000,000
|
|
||
|
5
Bank of America
BAC
$360B
| $17.2B | 9.68% |
+679,000,000
|
|
||
6
American Express
AXP
$220B
| $13.7B | 7.72% |
151,610,700
|
|
||
7
Phillips 66
PSX
$51.2B
| $7.39B | 4.16% |
80,689,892
|
|
||
|
8
IBM
IBM
$259B
| $5.37B | 3.02% |
38,729,926
-17,842,642
|
|
||
9
US Bancorp
USB
$73.3B
| $4.56B | 2.57% |
85,063,167
|
|
||
10
Moody's
MCO
$86.8B
| $3.43B | 1.93% |
24,669,778
|
|
||
|
11
Charter Communications
CHTR
$35.4B
| $3.09B | 1.74% |
8,489,391
-954,100
|
|
||
12
Southwest Airlines
LUV
$16.4B
| $2.67B | 1.5% |
47,659,456
|
|
||
13
Bank of New York Mellon
BK
$75.3B
| $2.66B | 1.5% |
50,229,588
|
|
||
14
Goldman Sachs
GS
$231B
| $2.6B | 1.46% |
10,959,519
|
|
||
15
Delta Air Lines
DAL
$37.5B
| $2.56B | 1.44% |
53,110,395
|
|
||
16
General Motors
GM
$52.7B
| $2.42B | 1.36% |
60,000,000
|
|
||
17
DaVita
DVA
$8.87B
| $2.29B | 1.29% |
38,565,570
|
|
||
18
American Airlines Group
AAL
$7.67B
| $2.23B | 1.26% |
47,000,000
|
|
||
19
United Airlines
UAL
$32.8B
| $1.72B | 0.97% |
28,211,563
|
|
||
20
VeriSign
VRSN
$24.4B
| $1.38B | 0.78% |
12,952,745
|
|
||
|
LSXMK
21
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $1.3B | 0.73% |
40,820,815
|
|
||
|
USG
22
DELISTED
Usg
USG
| $1.27B | 0.72% |
39,002,016
|
|
||
23
Visa
V
$667B
| $1.11B | 0.63% |
10,562,460
|
|
||
|
MON
24
DELISTED
Monsanto Co
MON
| $1.06B | 0.6% |
8,873,469
+831,685
|
|
||
25
M&T Bank
MTB
$29.4B
| $867M | 0.49% |
5,382,040
|
|