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
$270B
AUM Growth
+$508M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$943M
2
+$704M
3
+$631M
4
MMC icon
Marsh & McLennan
MMC
+$124M
5
RH icon
RH
RH
+$14.3M

Top Sells

1
+$2.6B
2
+$2.02B
3
+$834M
4
SYF icon
Synchrony
SYF
+$699M
5
LBTYA icon
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 Change
in Stake 		Capital Flow
1
$108B 40.07%
887,135,554
2
$39.1B 14.45%
1,010,100,606
3
$21.4B 7.93%
151,610,700
4
$21.1B 7.8%
400,000,000
5
$13B 4.82%
325,634,818
6
$9.24B 3.42%
158,824,575
+12,108,079
7
$7.37B 2.72%
24,669,778
8
$7.17B 2.65%
129,687,084
-1,450,914
9
$3.89B 1.44%
36,095,570
10
$3.85B 1.42%
67,000,000
-5,500,000
11
$3.42B 1.27%
72,357,453
12
$3.22B 1.19%
5,213,461
13
$2.55B 0.94%
12,815,613
14
$2.48B 0.92%
23,672,271
-24,826,694
15
$2.47B 0.92%
22,868,178
-2,664,904
16
$2.11B 0.78%
9,987,460
17
$1.96B 0.72%
31,032,227
-2,303,789
18
$1.91B 0.7%
55,781,904
19
$1.84B 0.68%
51,060,296
+17,526,279
20
$1.65B 0.61%
10,666,000
21
$1.63B 0.6%
4,564,756
22
$1.4B 0.52%
6,125,376
23
$1.38B 0.51%
18,740,743
-11,334,169
24
$1.05B 0.39%
1,756,448
+23,900
25
$943M 0.35%
+4,096,146
1
2