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
$293B
AUM Growth
+$22.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$411M
2
+$71.6M
3
+$46.9M
4
RH icon
RH
RH
+$24.1M

Top Sells

1
+$745M
2
+$414M
3
+$411M
4
BMY icon
Bristol-Myers Squibb
BMY
+$317M
5
ABBV icon
AbbVie
ABBV
+$264M

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 Change
in Stake 		Capital Flow
1
$122B 41.47%
887,135,554
2
$41.6B 14.21%
1,010,100,606
3
$25.1B 8.55%
151,610,700
4
$21.6B 7.39%
400,000,000
5
$13.3B 4.53%
325,634,818
6
$8.94B 3.05%
24,669,778
7
$8.9B 3.04%
158,824,575
8
$7.34B 2.51%
128,888,906
-798,178
9
$4.35B 1.48%
36,095,570
10
$3.76B 1.28%
5,213,461
11
$3.71B 1.27%
72,357,453
12
$3.55B 1.21%
60,000,000
-7,000,000
13
$2.92B 1%
12,815,613
14
$2.42B 0.83%
23,123,920
-548,351
15
$2.37B 0.81%
61,787,910
+10,727,614
16
$2.34B 0.8%
9,987,460
17
$2.31B 0.79%
20,527,861
-2,340,317
18
$2B 0.68%
55,781,904
19
$1.83B 0.63%
10,666,000
20
$1.76B 0.6%
26,294,266
-4,737,961
21
$1.67B 0.57%
4,564,756
22
$1.48B 0.51%
6,125,376
23
$1.22B 0.42%
1,791,967
+35,519
24
$1.05B 0.36%
4,396,000
+299,854
25
$843M 0.29%
24,415,168
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