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
$191B
AUM Growth
+$13.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$5.29B
2
+$570M
3
+$358M
4
MON
Monsanto Co
MON
+$331M
5
USB icon
US Bancorp
USB
+$107M

Top Sells

1
+$5.37B
2
+$410M
3
+$364M
4
AAL icon
American Airlines Group
AAL
+$52M
5
SNY icon
Sanofi
SNY
+$1.18M

Sector Composition

1 Financials 42.63%
2 Consumer Staples 23.39%
3 Technology 15.57%
4 Industrials 5.51%
5 Energy 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28B 14.63%
661,335,848
+124,964,720
2
$27.8B 14.54%
458,232,268
-6,000,000
3
$25.3B 13.24%
325,634,818
4
$20B 10.48%
679,000,000
5
$18.4B 9.6%
400,000,000
6
$15.1B 7.87%
151,610,700
7
$8.16B 4.27%
80,689,892
8
$4.66B 2.44%
87,058,877
+1,995,710
9
$3.64B 1.9%
24,669,778
10
$3.28B 1.71%
60,818,783
+10,589,195
11
$3.12B 1.63%
47,659,456
12
$2.97B 1.56%
53,110,395
13
$2.85B 1.49%
8,489,391
14
$2.79B 1.46%
10,959,519
15
$2.79B 1.46%
38,565,570
16
$2.39B 1.25%
46,000,000
-1,000,000
17
$2.05B 1.07%
50,000,000
-10,000,000
18
$1.9B 0.99%
28,211,563
19
$1.5B 0.79%
39,002,016
20
$1.48B 0.78%
12,952,745
21
$1.37B 0.72%
11,708,747
+2,835,278
22
$1.23B 0.64%
40,820,815
23
$1.2B 0.63%
10,562,460
24
$920M 0.48%
5,382,040
25
$807M 0.42%
4,333,363
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