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
+14.46%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$236B
AUM Growth
+$33.5B
(+17%)
Cap. Flow
+$5.69B
Cap. Flow
% of AUM
2.41%
Top 10 Holdings %
Top 10 Hldgs %
84.85%
Holding
53
New
9
Increased
4
Reduced
10
Closed
1
Top Buys
| 1 |
Verizon
VZ
|
+$3.47B |
| 2 |
Chevron
CVX
|
+$3.19B |
| 3 |
Bank of America
BAC
|
+$2.05B |
| 4 |
AbbVie
ABBV
|
+$1.86B |
| 5 |
Merck
MRK
|
+$1.86B |
Top Sells
| 1 |
Apple
AAPL
|
+$4.21B |
| 2 |
Wells Fargo
WFC
|
+$2.59B |
| 3 |
JPMorgan Chase
JPM
|
+$2.04B |
| 4 |
Costco
COST
|
+$1.31B |
| 5 |
PNC Financial Services
PNC
|
+$377M |
Sector Composition
| 1 | Technology | 48.43% |
| 2 | Financials | 26.46% |
| 3 | Consumer Staples | 12.9% |
| 4 | Healthcare | 3.97% |
| 5 | Communication Services | 3.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.64T
| $109B | 46.35% |
944,295,554
-36,326,710
|
|
||
|
2
Bank of America
BAC
$360B
| $24.3B | 10.31% |
1,010,100,606
+85,092,006
|
|
||
3
Coca-Cola
KO
$289B
| $19.7B | 8.37% |
400,000,000
|
|
||
4
American Express
AXP
$220B
| $15.2B | 6.44% |
151,610,700
|
|
||
5
Kraft Heinz
KHC
$29.6B
| $9.75B | 4.13% |
325,634,818
|
|
||
6
Moody's
MCO
$86.8B
| $7.15B | 3.03% |
24,669,778
|
|
||
7
US Bancorp
USB
$73.3B
| $4.73B | 2.01% |
131,961,832
|
|
||
|
8
Verizon
VZ
$168B
| $3.47B | 1.47% |
+58,347,767
|
|
||
9
Charter Communications
CHTR
$35.4B
| $3.25B | 1.38% |
5,213,461
|
|
||
|
10
Chevron
CVX
$300B
| $3.19B | 1.35% |
+44,272,770
|
|
||
11
DaVita
DVA
$8.87B
| $3.09B | 1.31% |
36,095,570
-2,000,000
|
|
||
|
12
Wells Fargo
WFC
$249B
| $2.99B | 1.27% |
127,380,440
-110,202,265
|
|
||
13
VeriSign
VRSN
$24.4B
| $2.63B | 1.11% |
12,815,613
|
|
||
14
Bank of New York Mellon
BK
$75.3B
| $2.48B | 1.05% |
72,357,453
|
|
||
15
General Motors
GM
$52.7B
| $2.37B | 1% |
80,000,000
+5,319,000
|
|
||
16
Visa
V
$667B
| $2B | 0.85% |
9,987,460
|
|
||
|
17
AbbVie
ABBV
$407B
| $1.86B | 0.79% |
+21,264,316
|
|
||
|
18
Merck
MRK
$215B
| $1.86B | 0.79% |
+23,478,451
|
|
||
19
Bristol-Myers Squibb
BMY
$89.5B
| $1.81B | 0.77% |
+29,971,194
|
|
||
20
Amazon
AMZN
$2.31T
| $1.68B | 0.71% |
10,666,000
|
|
||
21
Mastercard
MA
$504B
| $1.54B | 0.65% |
4,564,756
|
|
||
22
Snowflake
SNOW
$82B
| $1.54B | 0.65% |
+6,125,376
|
|
||
|
LSXMK
23
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $1.43B | 0.61% |
55,781,904
|
|
||
24
Kroger
KR
$44.9B
| $847M | 0.36% |
24,978,439
+3,038,360
|
|
||
25
StoneCo
STNE
$4.61B
| $749M | 0.32% |
14,166,748
|
|