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
+7.82%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$191B
AUM Growth
+$13.6B
(+7.6%)
Cap. Flow
+$459M
Cap. Flow
% of AUM
0.24%
Top 10 Holdings %
Top 10 Hldgs %
80.68%
Holding
48
New
1
Increased
4
Reduced
5
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$5.29B |
| 2 |
Bank of New York Mellon
BK
|
+$570M |
| 3 |
Teva Pharmaceuticals
TEVA
|
+$358M |
| 4 |
MON
Monsanto Co
MON
|
+$331M |
| 5 |
US Bancorp
USB
|
+$107M |
Top Sells
| 1 |
IBM
IBM
|
+$5.37B |
| 2 |
General Motors
GM
|
+$410M |
| 3 |
Wells Fargo
WFC
|
+$364M |
| 4 |
American Airlines Group
AAL
|
+$52M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.64T
| $28B | 14.63% |
661,335,848
+124,964,720
|
|
||
|
2
Wells Fargo
WFC
$249B
| $27.8B | 14.54% |
458,232,268
-6,000,000
|
|
||
3
Kraft Heinz
KHC
$29.6B
| $25.3B | 13.24% |
325,634,818
|
|
||
4
Bank of America
BAC
$360B
| $20B | 10.48% |
679,000,000
|
|
||
5
Coca-Cola
KO
$289B
| $18.4B | 9.6% |
400,000,000
|
|
||
6
American Express
AXP
$220B
| $15.1B | 7.87% |
151,610,700
|
|
||
7
Phillips 66
PSX
$51.2B
| $8.16B | 4.27% |
80,689,892
|
|
||
|
8
US Bancorp
USB
$73.3B
| $4.66B | 2.44% |
87,058,877
+1,995,710
|
|
||
9
Moody's
MCO
$86.8B
| $3.64B | 1.9% |
24,669,778
|
|
||
|
10
Bank of New York Mellon
BK
$75.3B
| $3.28B | 1.71% |
60,818,783
+10,589,195
|
|
||
11
Southwest Airlines
LUV
$16.4B
| $3.12B | 1.63% |
47,659,456
|
|
||
12
Delta Air Lines
DAL
$37.5B
| $2.97B | 1.56% |
53,110,395
|
|
||
13
Charter Communications
CHTR
$35.4B
| $2.85B | 1.49% |
8,489,391
|
|
||
14
Goldman Sachs
GS
$231B
| $2.79B | 1.46% |
10,959,519
|
|
||
15
DaVita
DVA
$8.87B
| $2.79B | 1.46% |
38,565,570
|
|
||
|
16
American Airlines Group
AAL
$7.67B
| $2.39B | 1.25% |
46,000,000
-1,000,000
|
|
||
|
17
General Motors
GM
$52.7B
| $2.05B | 1.07% |
50,000,000
-10,000,000
|
|
||
18
United Airlines
UAL
$32.8B
| $1.9B | 0.99% |
28,211,563
|
|
||
|
USG
19
DELISTED
Usg
USG
| $1.5B | 0.79% |
39,002,016
|
|
||
20
VeriSign
VRSN
$24.4B
| $1.48B | 0.78% |
12,952,745
|
|
||
|
MON
21
DELISTED
Monsanto Co
MON
| $1.37B | 0.72% |
11,708,747
+2,835,278
|
|
||
|
LSXMK
22
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $1.23B | 0.64% |
40,820,815
|
|
||
23
Visa
V
$667B
| $1.2B | 0.63% |
10,562,460
|
|
||
24
M&T Bank
MTB
$29.4B
| $920M | 0.48% |
5,382,040
|
|
||
25
Costco
COST
$412B
| $807M | 0.42% |
4,333,363
|
|