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
+7.43%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$221B
AUM Growth
+$25.4B
(+13%)
Cap. Flow
+$13.5B
Cap. Flow
% of AUM
6.11%
Top 10 Holdings %
Top 10 Hldgs %
80.32%
Holding
48
New
4
Increased
7
Reduced
6
Closed
2
Top Buys
| 1 |
Bank of America
BAC
|
+$5.84B |
| 2 |
JPMorgan Chase
JPM
|
+$4.02B |
| 3 |
Oracle
ORCL
|
+$2.13B |
| 4 |
US Bancorp
USB
|
+$1.28B |
| 5 |
Goldman Sachs
GS
|
+$1.14B |
Top Sells
| 1 |
Phillips 66
PSX
|
+$2.18B |
| 2 |
Wells Fargo
WFC
|
+$507M |
| 3 |
Sanofi
SNY
|
+$148M |
| 4 |
Walmart
WMT
|
+$119M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.64T
| $57B | 25.79% |
1,009,915,116
+2,091,608
|
|
||
|
2
Bank of America
BAC
$360B
| $25.8B | 11.69% |
877,248,600
+198,248,600
|
|
||
|
3
Wells Fargo
WFC
$249B
| $23.3B | 10.52% |
442,361,700
-9,652,058
|
|
||
4
Coca-Cola
KO
$289B
| $18.5B | 8.36% |
400,000,000
|
|
||
5
Kraft Heinz
KHC
$29.6B
| $17.9B | 8.12% |
325,634,818
|
|
||
6
American Express
AXP
$220B
| $16.1B | 7.3% |
151,610,700
|
|
||
|
7
US Bancorp
USB
$73.3B
| $6.6B | 2.98% |
124,923,092
+24,229,218
|
|
||
8
Moody's
MCO
$86.8B
| $4.12B | 1.87% |
24,669,778
|
|
||
|
9
Goldman Sachs
GS
$231B
| $4.12B | 1.86% |
18,353,635
+5,099,145
|
|
||
|
10
JPMorgan Chase
JPM
$827B
| $4.02B | 1.82% |
+35,664,767
|
|
||
11
Bank of New York Mellon
BK
$75.3B
| $3.97B | 1.8% |
77,849,476
+13,049,100
|
|
||
12
Delta Air Lines
DAL
$37.5B
| $3.79B | 1.71% |
65,535,000
+1,869,160
|
|
||
13
Southwest Airlines
LUV
$16.4B
| $3.5B | 1.58% |
56,047,399
-500,000
|
|
||
14
DaVita
DVA
$8.87B
| $2.76B | 1.25% |
38,565,570
|
|
||
15
Charter Communications
CHTR
$35.4B
| $2.39B | 1.08% |
7,340,985
-163,200
|
|
||
|
16
United Airlines
UAL
$32.8B
| $2.31B | 1.05% |
25,984,542
-700,000
|
|
||
|
17
Oracle
ORCL
$835B
| $2.13B | 0.97% |
+41,404,791
|
|
||
18
VeriSign
VRSN
$24.4B
| $2.07B | 0.94% |
12,952,745
|
|
||
19
American Airlines Group
AAL
$7.67B
| $1.81B | 0.82% |
43,700,000
-1,000,000
|
|
||
20
General Motors
GM
$52.7B
| $1.77B | 0.8% |
52,461,411
+1,067,800
|
|
||
|
21
Phillips 66
PSX
$51.2B
| $1.74B | 0.79% |
15,433,024
-19,296,490
|
|
||
|
USG
22
DELISTED
Usg
USG
| $1.69B | 0.76% |
39,002,016
|
|
||
23
Visa
V
$667B
| $1.59B | 0.72% |
10,562,460
|
|
||
|
LSXMK
24
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $1.35B | 0.61% |
40,820,815
|
|
||
25
Mastercard
MA
$504B
| $1.1B | 0.5% |
4,934,756
|
|