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
+3.86%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$270B
AUM Growth
+$508M
(+0.19%)
Cap. Flow
-$5.71B
Cap. Flow
% of AUM
-2.11%
Top 10 Holdings %
Top 10 Hldgs %
86.72%
Holding
48
New
1
Increased
4
Reduced
11
Closed
2
Top Buys
| 1 |
Aon
AON
|
+$943M |
| 2 |
Verizon
VZ
|
+$704M |
| 3 |
Kroger
KR
|
+$631M |
| 4 |
Marsh & McLennan
MMC
|
+$124M |
| 5 |
RH
RH
|
+$14.3M |
Top Sells
| 1 |
Chevron
CVX
|
+$2.6B |
| 2 |
Wells Fargo
WFC
|
+$2.02B |
| 3 |
Merck
MRK
|
+$834M |
| 4 |
Synchrony
SYF
|
+$699M |
| 5 |
Liberty Global Class A
LBTYA
|
+$376M |
Sector Composition
| 1 | Technology | 41.77% |
| 2 | Financials | 31.23% |
| 3 | Consumer Staples | 13.32% |
| 4 | Communication Services | 5.07% |
| 5 | Healthcare | 3.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.64T
| $108B | 40.07% |
887,135,554
|
|
||
2
Bank of America
BAC
$360B
| $39.1B | 14.45% |
1,010,100,606
|
|
||
3
American Express
AXP
$220B
| $21.4B | 7.93% |
151,610,700
|
|
||
4
Coca-Cola
KO
$289B
| $21.1B | 7.8% |
400,000,000
|
|
||
5
Kraft Heinz
KHC
$29.6B
| $13B | 4.82% |
325,634,818
|
|
||
|
6
Verizon
VZ
$168B
| $9.24B | 3.42% |
158,824,575
+12,108,079
|
|
||
7
Moody's
MCO
$86.8B
| $7.37B | 2.72% |
24,669,778
|
|
||
8
US Bancorp
USB
$73.3B
| $7.17B | 2.65% |
129,687,084
-1,450,914
|
|
||
9
DaVita
DVA
$8.87B
| $3.89B | 1.44% |
36,095,570
|
|
||
10
General Motors
GM
$52.7B
| $3.85B | 1.42% |
67,000,000
-5,500,000
|
|
||
11
Bank of New York Mellon
BK
$75.3B
| $3.42B | 1.27% |
72,357,453
|
|
||
12
Charter Communications
CHTR
$35.4B
| $3.22B | 1.19% |
5,213,461
|
|
||
13
VeriSign
VRSN
$24.4B
| $2.55B | 0.94% |
12,815,613
|
|
||
|
14
Chevron
CVX
$300B
| $2.48B | 0.92% |
23,672,271
-24,826,694
|
|
||
15
AbbVie
ABBV
$407B
| $2.47B | 0.92% |
22,868,178
-2,664,904
|
|
||
16
Visa
V
$667B
| $2.11B | 0.78% |
9,987,460
|
|
||
17
Bristol-Myers Squibb
BMY
$89.5B
| $1.96B | 0.72% |
31,032,227
-2,303,789
|
|
||
|
LSXMK
18
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $1.91B | 0.7% |
55,781,904
|
|
||
|
19
Kroger
KR
$44.9B
| $1.84B | 0.68% |
51,060,296
+17,526,279
|
|
||
20
Amazon
AMZN
$2.31T
| $1.65B | 0.61% |
10,666,000
|
|
||
21
Mastercard
MA
$504B
| $1.63B | 0.6% |
4,564,756
|
|
||
22
Snowflake
SNOW
$82B
| $1.4B | 0.52% |
6,125,376
|
|
||
|
23
Merck
MRK
$215B
| $1.38B | 0.51% |
18,740,743
-11,334,169
|
|
||
|
24
RH
RH
$3.25B
| $1.05B | 0.39% |
1,756,448
+23,900
|
|
||
|
25
Aon
AON
$77.7B
| $943M | 0.35% |
+4,096,146
|
|