Warren Buffett Berkshire Hathaway
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$5.22B |
| 2 |
BNY
Bank of New York Mellon
BNY
|
+$564M |
| 3 |
MON
Monsanto Co
MON
|
+$337M |
| 4 |
Teva Pharmaceuticals
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 | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.45T
| $28B | 14.63% |
661,335,848
+124,964,720
| +23% | +$5.22B |
|
|
2
Wells Fargo
WFC
$264B
| $27.8B | 14.54% |
458,232,268
-6,000,000
| -1% | -$339M |
|
3
Kraft Heinz
KHC
$29.2B
| $25.3B | 13.24% |
325,634,818
| – | – |
|
4
Bank of America
BAC
$448B
| $20B | 10.48% |
679,000,000
| – | – |
|
5
Coca-Cola
KO
$372B
| $18.4B | 9.6% |
400,000,000
| – | – |
|
6
American Express
AXP
$230B
| $15.1B | 7.87% |
151,610,700
| – | – |
|
7
Phillips 66
PSX
$89.5B
| $8.16B | 4.27% |
80,689,892
| – | – |
|
|
8
US Bancorp
USB
$100B
| $4.66B | 2.44% |
87,058,877
+1,995,710
| +2% | +$107M |
|
9
Moody's
MCO
$82.5B
| $3.64B | 1.9% |
24,669,778
| – | – |
|
|
BNY
10
Bank of New York Mellon
BNY
$109B
| $3.28B | 1.71% |
60,818,783
+10,589,195
| +21% | +$564M |
|
11
Southwest Airlines
LUV
$22.3B
| $3.12B | 1.63% |
47,659,456
| – | – |
|
12
Delta Air Lines
DAL
$59.5B
| $2.97B | 1.56% |
53,110,395
| – | – |
|
13
Charter Communications
CHTR
$18.8B
| $2.85B | 1.49% |
8,489,391
| – | – |
|
14
Goldman Sachs
GS
$301B
| $2.79B | 1.46% |
10,959,519
| – | – |
|
15
DaVita
DVA
$11.4B
| $2.79B | 1.46% |
38,565,570
| – | – |
|
|
16
American Airlines Group
AAL
$10.1B
| $2.39B | 1.25% |
46,000,000
-1,000,000
| -2% | -$49.8M |
|
|
17
General Motors
GM
$78.4B
| $2.05B | 1.07% |
50,000,000
-10,000,000
| -17% | -$434M |
|
18
United Airlines
UAL
$41B
| $1.9B | 0.99% |
28,211,563
| – | – |
|
|
USG
19
DELISTED
Usg
USG
| $1.5B | 0.79% |
39,002,016
| – | – |
|
20
VeriSign
VRSN
$26B
| $1.48B | 0.78% |
12,952,745
| – | – |
|
|
MON
21
DELISTED
Monsanto Co
MON
| $1.37B | 0.72% |
11,708,747
+2,835,278
| +32% | +$337M |
|
|
LSXMK
22
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $1.23B | 0.64% |
40,820,815
| – | – |
|
23
Visa
V
$677B
| $1.2B | 0.63% |
10,562,460
| – | – |
|
24
M&T Bank
MTB
$36.4B
| $920M | 0.48% |
5,382,040
| – | – |
|
25
Costco
COST
$419B
| $807M | 0.42% |
4,333,363
| – | – |
|
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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 Pharmaceuticals: 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.