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
$199B
AUM Growth
+$16.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$951M
2
+$861M
3
+$278M
4
RHT
Red Hat Inc
RHT
+$171M
5
PNC icon
PNC Financial Services
PNC
+$50M

Top Sells

1
+$820M
2
+$604M
3
+$459M
4
LUV icon
Southwest Airlines
LUV
+$62.2M
5
VZ icon
Verizon
VZ
+$52K

Sector Composition

1 Financials 46.19%
2 Technology 25.24%
3 Consumer Staples 15.28%
4 Industrials 4.81%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.4B 23.77%
998,357,316
2
$24.7B 12.39%
896,167,600
3
$19.8B 9.93%
409,803,773
-16,965,129
4
$18.7B 9.4%
400,000,000
5
$16.6B 8.31%
151,610,700
6
$10.6B 5.33%
325,634,818
7
$6.23B 3.12%
129,308,831
8
$6.02B 3.02%
59,514,932
+9,398,538
9
$4.47B 2.24%
24,669,778
10
$4.08B 2.05%
80,937,250
11
$3.66B 1.84%
70,910,456
+5,375,456
12
$3.52B 1.77%
18,353,635
13
$2.78B 1.4%
53,649,213
-1,198,186
14
$2.68B 1.34%
72,269,696
15
$2.35B 1.18%
12,952,745
16
$2.09B 1.05%
38,565,570
17
$1.98B 0.99%
5,710,711
-1,322,788
18
$1.75B 0.88%
21,938,642
19
$1.69B 0.85%
39,002,016
20
$1.65B 0.83%
10,562,460
21
$1.39B 0.7%
43,700,000
22
$1.19B 0.6%
40,820,815
23
$1.16B 0.58%
4,934,756
24
$1.06B 0.53%
8,671,054
+407,992
25
$1.05B 0.53%
4,333,363
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