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
$196B
AUM Growth
+$6.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$2.29B
2
+$506M
3
+$499M
4
USB icon
US Bancorp
USB
+$493M
5
LUV icon
Southwest Airlines
LUV
+$452M

Top Sells

1
+$2.21B
2
+$1.23B
3
+$249M
4
CHTR icon
Charter Communications
CHTR
+$211M
5
UAL icon
United Airlines
UAL
+$71.2M

Sector Composition

1 Financials 40.5%
2 Technology 24.75%
3 Consumer Staples 19.97%
4 Industrials 4.91%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.6B 23.84%
1,007,823,508
+49,552,976
2
$25.1B 12.81%
452,013,758
-4,499,486
3
$20.5B 10.46%
325,634,818
4
$19.1B 9.79%
679,000,000
5
$17.5B 8.97%
400,000,000
6
$14.9B 7.6%
151,610,700
7
$5.04B 2.57%
100,693,874
+9,846,153
8
$4.21B 2.15%
24,669,778
9
$3.9B 1.99%
34,729,514
-10,960,378
10
$3.49B 1.79%
64,800,376
+2,608,928
11
$3.15B 1.61%
63,665,840
+10,066,483
12
$2.92B 1.49%
13,254,490
+2,294,971
13
$2.88B 1.47%
56,547,399
+8,887,943
14
$2.68B 1.37%
38,565,570
15
$2.2B 1.12%
7,504,185
-718,688
16
$2.02B 1.04%
51,393,611
+1,393,611
17
$1.86B 0.95%
26,684,542
-1,021,421
18
$1.78B 0.91%
12,952,745
19
$1.7B 0.87%
44,700,000
-1,300,000
20
$1.68B 0.86%
39,002,016
21
$1.41B 0.72%
40,820,815
22
$1.4B 0.72%
10,562,460
23
$1.05B 0.54%
43,249,295
+2,709,585
24
$970M 0.5%
4,934,756
25
$934M 0.48%
13,791,573
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