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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
+7.82%
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
$191B
AUM Growth
+$13.6B
(+7.6%)
Cap. Flow
+$371M
Cap. Flow % of AUM
Cap. Flow %
0.19%
Top 10 Holdings %
Top 10 Hldgs %
80.68%
Holding
48
New
1
Increased
4
Reduced
5
Closed
–
Avg Time Held
3.3
years
Top 10 Avg Time Held
2.5
years
Top 20 Avg Time Held
2.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$5.22B |
| 2 |
Bank of New York Mellon
BNY
|
+$564M |
| 3 |
MON
Monsanto Co
MON
|
+$337M |
| 4 |
Teva Pharmaceutical Industries Limited
TEVA
|
+$284M |
| 5 |
US Bancorp
USB
|
+$107M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
IBM
IBM
|
+$5.32B |
| 2 |
General Motors
GM
|
+$434M |
| 3 |
Wells Fargo
WFC
|
+$339M |
| 4 |
American Airlines Group
AAL
|
+$49.8M |
| 5 |
Sanofi
SNY
|
+$1.26M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 42.63% |
| 2 | Consumer Staples | 23.36% |
| 3 | Technology | 15.57% |
| 4 | Industrials | 5.55% |
| 5 | Energy | 4.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$5.17T
| $28B | 14.63% |
661,335,848
+124,964,720
| +23% | +$5.22B |
2016 Q1
7 quarters
|
|
|
2
Wells Fargo
WFC
$258B
| $27.8B | 14.54% |
458,232,268
-6,000,000
| -1% | -$339M |
2013 Q2
18 quarters
|
|
3
The Kraft Heinz Company
KHC
$29.2B
| $25.3B | 13.24% |
325,634,818
| – | – |
2015 Q3
9 quarters
|
|
4
Bank of America
BAC
$349B
| $20B | 10.48% |
679,000,000
| – | – |
2017 Q3
1 quarter
|
|
5
Coca-Cola
KO
$420B
| $18.4B | 9.6% |
400,000,000
| – | – |
2013 Q2
18 quarters
|
|
6
American Express
AXP
$214B
| $15.1B | 7.87% |
151,610,700
| – | – |
2013 Q2
18 quarters
|
|
7
Phillips 66
PSX
$103B
| $8.16B | 4.27% |
80,689,892
| – | – |
2013 Q2
18 quarters
|
|
|
8
US Bancorp
USB
$94.2B
| $4.66B | 2.44% |
87,058,877
+1,995,710
| +2% | +$107M |
2013 Q2
18 quarters
|
|
9
Moody's
MCO
$87.7B
| $3.64B | 1.9% |
24,669,778
| – | – |
2013 Q2
18 quarters
|
|
|
10
Bank of New York Mellon
BNY
$103B
| $3.28B | 1.71% |
60,818,783
+10,589,195
| +21% | +$564M |
2013 Q2
18 quarters
|
|
11
Southwest Airlines
LUV
$22.2B
| $3.12B | 1.63% |
47,659,456
| – | – |
2016 Q4
4 quarters
|
|
12
Delta Air Lines
DAL
$57.1B
| $2.97B | 1.56% |
53,110,395
| – | – |
2016 Q3
5 quarters
|
|
13
Charter Communications
CHTR
$15.2B
| $2.85B | 1.49% |
8,489,391
| – | – |
2014 Q2
14 quarters
|
|
14
Goldman Sachs
GS
$264B
| $2.79B | 1.46% |
10,959,519
| – | – |
2013 Q4
16 quarters
|
|
15
DaVita
DVA
$11B
| $2.79B | 1.46% |
38,565,570
| – | – |
2013 Q2
18 quarters
|
|
|
16
American Airlines Group
AAL
$8.92B
| $2.39B | 1.25% |
46,000,000
-1,000,000
| -2% | -$49.8M |
2016 Q3
5 quarters
|
|
|
17
General Motors
GM
$73B
| $2.05B | 1.07% |
50,000,000
-10,000,000
| -17% | -$434M |
2013 Q2
18 quarters
|
|
18
United Airlines
UAL
$36.4B
| $1.9B | 0.99% |
28,211,563
| – | – |
2016 Q3
5 quarters
|
|
19
DELISTED
Usg
USG
| $1.5B | 0.79% |
39,002,016
| – | – |
2013 Q2
18 quarters
|
|
20
VeriSign
VRSN
$28B
| $1.48B | 0.78% |
12,952,745
| – | – |
2013 Q2
18 quarters
|
|
|
MON
21
DELISTED
Monsanto Co
MON
| $1.37B | 0.72% |
11,708,747
+2,835,278
| +32% | +$337M |
2016 Q4
4 quarters
|
|
22
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $1.23B | 0.64% |
40,820,815
| – | – |
2016 Q2
6 quarters
|
|
23
Visa
V
$788B
| $1.2B | 0.63% |
10,562,460
| – | – |
2013 Q2
18 quarters
|
|
24
M&T Bank
MTB
$31.6B
| $920M | 0.48% |
5,382,040
| – | – |
2013 Q2
18 quarters
|
|
25
Costco
COST
$484B
| $807M | 0.42% |
4,333,363
| – | – |
2013 Q2
18 quarters
|
|
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Warren Buffett's Q4 2017 Portfolio in Review
As of Q4 2017, Warren Buffett held 48 positions worth $191B, up 7.6% from $178B the previous quarter. Its ten largest holdings account for 81% of the portfolio.
Trading was light in Q4 2017: portfolio turnover was 2.1%. Warren Buffett opened 1 new position and made no exits, leaving the 48-position portfolio largely intact.
By sector, the portfolio is most concentrated in Financials at 43% of assets, up from 41% a quarter earlier, followed by Consumer Staples and Technology.
- Warren Buffett's largest Q4 2017 buy was Teva Pharmaceutical Industries Limited: 18,875,721 shares worth $358M.
- Warren Buffett added most to Apple in Q4 2017, an estimated $5.22B increase.
- Warren Buffett's biggest Q4 2017 reduction was IBM, cutting an estimated $5.32B.
- Warren Buffett's ten largest holdings make up 81% of its $191B portfolio in Q4 2017.
- Warren Buffett opened 1 new position and closed 0 in Q4 2017.
- Warren Buffett's portfolio value rose 7.6% quarter-over-quarter to $191B.
Based on Berkshire Hathaway's 13F filing for Q4 2017, filed 14 Feb 2018.