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
$221B
AUM Growth
+$25.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$5.84B
2
+$4.02B
3
+$2.13B
4
USB icon
US Bancorp
USB
+$1.28B
5
GS icon
Goldman Sachs
GS
+$1.14B

Top Sells

1
+$2.18B
2
+$507M
3
+$148M
4
WMT icon
Walmart
WMT
+$119M
5
UAL icon
United Airlines
UAL
+$62.3M

Sector Composition

1 Financials 42.59%
2 Technology 27.69%
3 Consumer Staples 16.96%
4 Industrials 5.17%
5 Communication Services 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57B 25.79%
1,009,915,116
+2,091,608
2
$25.8B 11.69%
877,248,600
+198,248,600
3
$23.3B 10.52%
442,361,700
-9,652,058
4
$18.5B 8.36%
400,000,000
5
$17.9B 8.12%
325,634,818
6
$16.1B 7.3%
151,610,700
7
$6.6B 2.98%
124,923,092
+24,229,218
8
$4.12B 1.87%
24,669,778
9
$4.12B 1.86%
18,353,635
+5,099,145
10
$4.02B 1.82%
+35,664,767
11
$3.97B 1.8%
77,849,476
+13,049,100
12
$3.79B 1.71%
65,535,000
+1,869,160
13
$3.5B 1.58%
56,047,399
-500,000
14
$2.76B 1.25%
38,565,570
15
$2.39B 1.08%
7,340,985
-163,200
16
$2.31B 1.05%
25,984,542
-700,000
17
$2.13B 0.97%
+41,404,791
18
$2.07B 0.94%
12,952,745
19
$1.81B 0.82%
43,700,000
-1,000,000
20
$1.77B 0.8%
52,461,411
+1,067,800
21
$1.74B 0.79%
15,433,024
-19,296,490
22
$1.69B 0.76%
39,002,016
23
$1.59B 0.72%
10,562,460
24
$1.35B 0.61%
40,820,815
25
$1.1B 0.5%
4,934,756
1
2