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
$178B
AUM Growth
+$15.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$17.2B
2
+$601M
3
+$104M
4
MON
Monsanto Co
MON
+$99.7M

Top Sells

1
+$2.47B
2
+$347M
3
+$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 Change
in Stake 		Capital Flow
1
$25.6B 14.41%
464,232,268
-3,755,002
2
$25.3B 14.21%
325,634,818
3
$20.7B 11.63%
536,371,128
+15,603,288
4
$18B 10.13%
400,000,000
5
$17.2B 9.68%
+679,000,000
6
$13.7B 7.72%
151,610,700
7
$7.39B 4.16%
80,689,892
8
$5.37B 3.02%
38,729,926
-17,842,642
9
$4.56B 2.57%
85,063,167
10
$3.43B 1.93%
24,669,778
11
$3.09B 1.74%
8,489,391
-954,100
12
$2.67B 1.5%
47,659,456
13
$2.66B 1.5%
50,229,588
14
$2.6B 1.46%
10,959,519
15
$2.56B 1.44%
53,110,395
16
$2.42B 1.36%
60,000,000
17
$2.29B 1.29%
38,565,570
18
$2.23B 1.26%
47,000,000
19
$1.72B 0.97%
28,211,563
20
$1.38B 0.78%
12,952,745
21
$1.3B 0.73%
40,820,815
22
$1.27B 0.72%
39,002,016
23
$1.11B 0.63%
10,562,460
24
$1.06B 0.6%
8,873,469
+831,685
25
$867M 0.49%
5,382,040
1
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