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
+16.19%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$270B
AUM Growth
+$34B
(+14%)
Cap. Flow
-$3.84B
Cap. Flow
% of AUM
-1.42%
Top 10 Holdings %
Top 10 Hldgs %
85.25%
Holding
52
New
–
Increased
9
Reduced
6
Closed
5
Top Buys
| 1 |
Verizon
VZ
|
+$5.19B |
| 2 |
Merck
MRK
|
+$515M |
| 3 |
AbbVie
ABBV
|
+$457M |
| 4 |
T-Mobile US
TMUS
|
+$381M |
| 5 |
Chevron
CVX
|
+$357M |
Top Sells
| 1 |
Apple
AAPL
|
+$7.58B |
| 2 |
Wells Fargo
WFC
|
+$2.26B |
| 3 |
B
Barrick Mining
B
|
+$337M |
| 4 |
General Motors
GM
|
+$312M |
| 5 |
M&T Bank
MTB
|
+$269M |
Sector Composition
| 1 | Technology | 45.72% |
| 2 | Financials | 26.85% |
| 3 | Consumer Staples | 12.73% |
| 4 | Communication Services | 5.09% |
| 5 | Healthcare | 4.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.64T
| $118B | 43.61% |
887,135,554
-57,160,000
|
|
||
2
Bank of America
BAC
$360B
| $30.6B | 11.34% |
1,010,100,606
|
|
||
3
Coca-Cola
KO
$289B
| $21.9B | 8.13% |
400,000,000
|
|
||
4
American Express
AXP
$220B
| $18.3B | 6.79% |
151,610,700
|
|
||
5
Kraft Heinz
KHC
$29.6B
| $11.3B | 4.18% |
325,634,818
|
|
||
|
6
Verizon
VZ
$168B
| $8.62B | 3.19% |
146,716,496
+88,368,729
|
|
||
7
Moody's
MCO
$86.8B
| $7.16B | 2.65% |
24,669,778
|
|
||
8
US Bancorp
USB
$73.3B
| $6.11B | 2.26% |
131,137,998
-823,834
|
|
||
9
DaVita
DVA
$8.87B
| $4.24B | 1.57% |
36,095,570
|
|
||
|
10
Chevron
CVX
$300B
| $4.1B | 1.52% |
48,498,965
+4,226,195
|
|
||
11
Charter Communications
CHTR
$35.4B
| $3.45B | 1.28% |
5,213,461
|
|
||
12
Bank of New York Mellon
BK
$75.3B
| $3.07B | 1.14% |
72,357,453
|
|
||
|
13
General Motors
GM
$52.7B
| $3.02B | 1.12% |
72,500,000
-7,500,000
|
|
||
14
VeriSign
VRSN
$24.4B
| $2.77B | 1.03% |
12,815,613
|
|
||
|
15
AbbVie
ABBV
$407B
| $2.74B | 1.01% |
25,533,082
+4,268,766
|
|
||
|
16
Merck
MRK
$215B
| $2.35B | 0.87% |
30,074,912
+6,596,461
|
|
||
17
Visa
V
$667B
| $2.18B | 0.81% |
9,987,460
|
|
||
18
Bristol-Myers Squibb
BMY
$89.5B
| $2.07B | 0.77% |
33,336,016
+3,364,822
|
|
||
|
LSXMK
19
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $1.88B | 0.7% |
55,781,904
|
|
||
20
Amazon
AMZN
$2.31T
| $1.74B | 0.64% |
10,666,000
|
|
||
21
Snowflake
SNOW
$82B
| $1.72B | 0.64% |
6,125,376
|
|
||
22
Mastercard
MA
$504B
| $1.63B | 0.6% |
4,564,756
|
|
||
|
23
Wells Fargo
WFC
$249B
| $1.58B | 0.59% |
52,423,867
-74,956,573
|
|
||
24
StoneCo
STNE
$4.61B
| $1.19B | 0.44% |
14,166,748
|
|
||
25
Kroger
KR
$44.9B
| $1.07B | 0.39% |
33,534,017
+8,555,578
|
|