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
$215B
AUM Growth
+$6.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$332M
2
+$206M

Top Sells

1
+$1.59B
2
+$971M
3
+$168M
4
PSX icon
Phillips 66
PSX
+$37.9M
5
SIRI icon
SiriusXM
SIRI
+$10.3M

Sector Composition

1 Financials 45.81%
2 Technology 27.33%
3 Consumer Staples 15%
4 Industrials 4.71%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.7B 25.96%
995,354,716
-3,002,600
2
$27B 12.6%
927,248,600
3
$21.8B 10.14%
400,000,000
4
$19.1B 8.89%
378,369,018
-31,434,755
5
$17.9B 8.35%
151,610,700
6
$9.1B 4.24%
325,634,818
7
$7.33B 3.41%
132,459,618
8
$7B 3.26%
59,514,932
9
$5.05B 2.35%
24,669,778
10
$4.08B 1.9%
70,910,456
11
$3.8B 1.77%
18,353,635
12
$3.66B 1.7%
80,937,250
13
$2.9B 1.35%
53,649,213
14
$2.71B 1.26%
72,269,696
15
$2.44B 1.14%
12,952,745
16
$2.24B 1.04%
5,426,609
17
$2.2B 1.03%
38,565,570
18
$1.94B 0.9%
21,938,642
19
$1.82B 0.85%
10,562,460
20
$1.34B 0.62%
4,934,756
21
$1.3B 0.61%
40,820,815
22
$1.25B 0.58%
4,333,363
23
$1.22B 0.57%
8,671,054
24
$1.18B 0.55%
43,700,000
25
$933M 0.43%
10,746,000
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