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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
+1.36%
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
$178B
AUM Growth
+$15.5B
(+9.6%)
Cap. Flow
+$14.2B
Cap. Flow % of AUM
Cap. Flow %
8.01%
Top 10 Holdings %
Top 10 Hldgs %
79.47%
Holding
48
New
1
Increased
3
Reduced
3
Closed
1
Avg Time Held
3.1
years
Top 10 Avg Time Held
2.7
years
Top 20 Avg Time Held
2.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bank of America
BAC
|
+$16.5B |
| 2 |
Apple
AAPL
|
+$605M |
| 3 |
Synchrony
SYF
|
+$100M |
| 4 |
MON
Monsanto Co
MON
|
+$97.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
IBM
IBM
|
+$2.49B |
| 2 |
Charter Communications
CHTR
|
+$355M |
| 3 |
Wells Fargo
WFC
|
+$200M |
| 4 |
WBC
WABCO HOLDINGS INC.
WBC
|
+$8.06M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 41.43% |
| 2 | Consumer Staples | 24.84% |
| 3 | Technology | 15.43% |
| 4 | Industrials | 5.28% |
| 5 | Energy | 4.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Wells Fargo
WFC
$252B
| $25.6B | 14.41% |
464,232,268
-3,755,002
| -0.8% | -$200M |
2013 Q2
17 quarters
|
|
2
The Kraft Heinz Company
KHC
$29.1B
| $25.3B | 14.21% |
325,634,818
| – | – |
2015 Q3
8 quarters
|
|
|
3
Apple
AAPL
$4.98T
| $20.7B | 11.63% |
536,371,128
+15,603,288
| +3% | +$605M |
2016 Q1
6 quarters
|
|
4
Coca-Cola
KO
$412B
| $18B | 10.13% |
400,000,000
| – | – |
2013 Q2
17 quarters
|
|
|
5
Bank of America
BAC
$341B
| $17.2B | 9.68% |
+679,000,000
| New | +$16.5B |
2017 Q3
0 quarters
|
|
6
American Express
AXP
$215B
| $13.7B | 7.72% |
151,610,700
| – | – |
2013 Q2
17 quarters
|
|
7
Phillips 66
PSX
$95.8B
| $7.39B | 4.16% |
80,689,892
| – | – |
2013 Q2
17 quarters
|
|
|
8
IBM
IBM
$232B
| $5.37B | 3.02% |
38,729,926
-17,842,642
| -32% | -$2.49B |
2013 Q2
17 quarters
|
|
9
US Bancorp
USB
$92.6B
| $4.56B | 2.57% |
85,063,167
| – | – |
2013 Q2
17 quarters
|
|
10
Moody's
MCO
$87.2B
| $3.43B | 1.93% |
24,669,778
| – | – |
2013 Q2
17 quarters
|
|
|
11
Charter Communications
CHTR
$13.5B
| $3.09B | 1.74% |
8,489,391
-954,100
| -10% | -$355M |
2014 Q2
13 quarters
|
|
12
Southwest Airlines
LUV
$21.8B
| $2.67B | 1.5% |
47,659,456
| – | – |
2016 Q4
3 quarters
|
|
13
Bank of New York Mellon
BNY
$99.4B
| $2.66B | 1.5% |
50,229,588
| – | – |
2013 Q2
17 quarters
|
|
14
Goldman Sachs
GS
$250B
| $2.6B | 1.46% |
10,959,519
| – | – |
2013 Q4
15 quarters
|
|
15
Delta Air Lines
DAL
$57.4B
| $2.56B | 1.44% |
53,110,395
| – | – |
2016 Q3
4 quarters
|
|
16
General Motors
GM
$73.1B
| $2.42B | 1.36% |
60,000,000
| – | – |
2013 Q2
17 quarters
|
|
17
DaVita
DVA
$12B
| $2.29B | 1.29% |
38,565,570
| – | – |
2013 Q2
17 quarters
|
|
18
American Airlines Group
AAL
$8.73B
| $2.23B | 1.26% |
47,000,000
| – | – |
2016 Q3
4 quarters
|
|
19
United Airlines
UAL
$36.6B
| $1.72B | 0.97% |
28,211,563
| – | – |
2016 Q3
4 quarters
|
|
20
VeriSign
VRSN
$27.7B
| $1.38B | 0.78% |
12,952,745
| – | – |
2013 Q2
17 quarters
|
|
21
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $1.3B | 0.73% |
40,820,815
| – | – |
2016 Q2
5 quarters
|
|
22
DELISTED
Usg
USG
| $1.27B | 0.72% |
39,002,016
| – | – |
2013 Q2
17 quarters
|
|
23
Visa
V
$789B
| $1.11B | 0.63% |
10,562,460
| – | – |
2013 Q2
17 quarters
|
|
|
MON
24
DELISTED
Monsanto Co
MON
| $1.06B | 0.6% |
8,873,469
+831,685
| +10% | +$97.9M |
2016 Q4
3 quarters
|
|
25
M&T Bank
MTB
$31.3B
| $867M | 0.49% |
5,382,040
| – | – |
2013 Q2
17 quarters
|
|
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Warren Buffett's Q3 2017 Portfolio in Review
As of Q3 2017, Warren Buffett held 48 positions worth $178B, up 9.6% from $162B the previous quarter. Its ten largest holdings account for 79% of the portfolio.
Warren Buffett deployed $14.2B of net new capital in Q3 2017, opening 1 new position and adding to 3 existing holdings. Its largest new stake was Bank of America: 679,000,000 shares worth $17.2B.
By sector, the portfolio is most concentrated in Financials at 41% of assets, up from 34% a quarter earlier, followed by Consumer Staples and Technology.
On the sell side, the largest reduction was IBM, an estimated $2.49B trimmed.
- Warren Buffett's largest Q3 2017 buy was Bank of America: 679,000,000 shares worth $17.2B.
- Warren Buffett added most to Apple in Q3 2017, an estimated $605M increase.
- Warren Buffett's biggest Q3 2017 reduction was IBM, cutting an estimated $2.49B.
- Warren Buffett fully exited WABCO HOLDINGS INC. in Q3 2017, selling an estimated $8.06M.
- Warren Buffett's ten largest holdings make up 79% of its $178B portfolio in Q3 2017.
- Warren Buffett opened 1 new position and closed 1 in Q3 2017.
- Warren Buffett's portfolio value rose 9.6% quarter-over-quarter to $178B.
Based on Berkshire Hathaway's 13F filing for Q3 2017, filed 14 Nov 2017.