Warren Buffett

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
+9.52%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$293B
AUM Growth
+$22.6B
Cap. Flow
-$2.27B
Cap. Flow %
-0.77%
Top 10 Hldgs %
87.51%
Holding
47
New
1
Increased
3
Reduced
8
Closed
3

Top Buys

1
KR icon
Kroger
KR
+$411M
2
AON icon
Aon
AON
+$71.6M
3
OGN icon
Organon & Co
OGN
+$46.9M
4
RH icon
RH
RH
+$24.1M

Sector Composition

1 Technology 43.21%
2 Financials 31.73%
3 Consumer Staples 12.75%
4 Communication Services 4.71%
5 Healthcare 3.29%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AAPL icon
1
Apple
AAPL
$3.64T
$122B 41.47%
887,135,554
BAC icon
2
Bank of America
BAC
$360B
$41.6B 14.21%
1,010,100,606
AXP icon
3
American Express
AXP
$220B
$25.1B 8.55%
151,610,700
KO icon
4
Coca-Cola
KO
$289B
$21.6B 7.39%
400,000,000
KHC icon
5
Kraft Heinz
KHC
$29.6B
$13.3B 4.53%
325,634,818
MCO icon
6
Moody's
MCO
$86.8B
$8.94B 3.05%
24,669,778
VZ icon
7
Verizon
VZ
$168B
$8.9B 3.04%
158,824,575
USB icon
8
US Bancorp
USB
$73.3B
$7.34B 2.51%
128,888,906
-798,178
DVA icon
9
DaVita
DVA
$8.87B
$4.35B 1.48%
36,095,570
CHTR icon
10
Charter Communications
CHTR
$35.4B
$3.76B 1.28%
5,213,461
BK icon
11
Bank of New York Mellon
BK
$75.3B
$3.71B 1.27%
72,357,453
GM icon
12
General Motors
GM
$52.7B
$3.55B 1.21%
60,000,000
-7,000,000
VRSN icon
13
VeriSign
VRSN
$24.4B
$2.92B 1%
12,815,613
CVX icon
14
Chevron
CVX
$300B
$2.42B 0.83%
23,123,920
-548,351
KR icon
15
Kroger
KR
$44.9B
$2.37B 0.81%
61,787,910
+10,727,614
V icon
16
Visa
V
$667B
$2.34B 0.8%
9,987,460
ABBV icon
17
AbbVie
ABBV
$407B
$2.31B 0.79%
20,527,861
-2,340,317
LSXMK
18
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$2B 0.68%
55,781,904
AMZN icon
19
Amazon
AMZN
$2.31T
$1.83B 0.63%
10,666,000
BMY icon
20
Bristol-Myers Squibb
BMY
$89.5B
$1.76B 0.6%
26,294,266
-4,737,961
MA icon
21
Mastercard
MA
$504B
$1.67B 0.57%
4,564,756
SNOW icon
22
Snowflake
SNOW
$82B
$1.48B 0.51%
6,125,376
RH icon
23
RH
RH
$3.25B
$1.22B 0.42%
1,791,967
+35,519
AON icon
24
Aon
AON
$77.7B
$1.05B 0.36%
4,396,000
+299,854
STOR
25
DELISTED
STORE Capital Corporation
STOR
$843M 0.29%
24,415,168