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
$202B
AUM Growth
+$26.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$564M
2
+$408M
3
+$138M
4
KR icon
Kroger
KR
+$102M
5
SU icon
Suncor Energy
SU
+$71.7M

Top Sells

1
+$3.34B
2
+$2.19B
3
+$2.05B
4
LUV icon
Southwest Airlines
LUV
+$1.91B
5
UAL icon
United Airlines
UAL
+$699M

Sector Composition

1 Technology 45.76%
2 Financials 31.74%
3 Consumer Staples 15.01%
4 Consumer Discretionary 1.87%
5 Healthcare 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$89.4B 44.18%
980,622,264
2
$22B 10.85%
925,008,600
3
$17.9B 8.83%
400,000,000
4
$14.4B 7.13%
151,610,700
5
$10.4B 5.13%
325,634,818
6
$6.78B 3.35%
24,669,778
7
$6.08B 3%
237,582,705
-85,630,213
8
$4.86B 2.4%
131,961,832
-497,786
9
$3.01B 1.49%
38,095,570
10
$2.8B 1.38%
72,357,453
-7,407,604
11
$2.66B 1.31%
5,213,461
-213,148
12
$2.65B 1.31%
12,815,613
13
$2.09B 1.03%
22,208,427
-35,506,006
14
$1.93B 0.95%
9,987,460
-575,000
15
$1.89B 0.93%
74,681,000
16
$1.49B 0.74%
55,781,904
+15,276,196
17
$1.47B 0.73%
10,666,000
18
$1.35B 0.67%
4,564,756
-370,000
19
$1.31B 0.65%
4,333,363
20
$743M 0.37%
21,940,079
+3,000,000
21
$581M 0.29%
24,415,168
+5,793,494
22
$564M 0.28%
+20,918,701
23
$563M 0.28%
5,350,586
-3,847,398
24
$549M 0.27%
14,166,748
25
$543M 0.27%
24,070,000
1
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