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
$189B
AUM Growth
-$2.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$12.5B
2
+$847M
3
+$370M
4
USB icon
US Bancorp
USB
+$191M
5
BK icon
Bank of New York Mellon
BK
+$70.7M

Top Sells

1
+$3.36B
2
+$314M
3
+$133M
4
WFC icon
Wells Fargo
WFC
+$90.1M
5
CHTR icon
Charter Communications
CHTR
+$82.9M

Sector Composition

1 Financials 40.92%
2 Technology 22.09%
3 Consumer Staples 20.45%
4 Industrials 5.3%
5 Materials 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.2B 21.27%
958,270,532
+296,934,684
2
$23.9B 12.66%
456,513,244
-1,719,024
3
$20.4B 10.78%
679,000,000
4
$20.3B 10.74%
325,634,818
5
$17.4B 9.19%
400,000,000
6
$14.1B 7.48%
151,610,700
7
$4.59B 2.43%
90,847,721
+3,788,844
8
$4.38B 2.32%
45,689,892
-35,000,000
9
$3.98B 2.11%
24,669,778
10
$3.2B 1.7%
62,191,448
+1,372,665
11
$2.94B 1.55%
53,599,357
+488,962
12
$2.76B 1.46%
10,959,519
13
$2.73B 1.44%
47,659,456
14
$2.56B 1.35%
8,222,873
-266,518
15
$2.54B 1.35%
38,565,570
16
$2.39B 1.27%
46,000,000
17
$2.21B 1.17%
18,970,134
+7,261,387
18
$1.92B 1.02%
27,705,963
-505,600
19
$1.82B 0.96%
50,000,000
20
$1.58B 0.83%
39,002,016
21
$1.54B 0.81%
12,952,745
22
$1.27B 0.67%
40,820,815
23
$1.26B 0.67%
10,562,460
24
$992M 0.53%
5,382,040
25
$864M 0.46%
4,934,756
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