
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
(+8.4%)
Cap. Flow
-$2.27B
Cap. Flow
% of AUM
-0.77%
Top 10 Holdings %
Top 10 Hldgs %
87.51%
Holding
47
New
1
Increased
3
Reduced
8
Closed
3
Top Buys
1 |
Kroger
KR
|
+$411M |
2 |
Aon
AON
|
+$71.6M |
3 |
Organon & Co
OGN
|
+$46.9M |
4 |
RH
RH
|
+$24.1M |
Top Sells
1 |
Merck
MRK
|
+$745M |
2 |
General Motors
GM
|
+$414M |
3 |
Axalta
AXTA
|
+$411M |
4 |
Bristol-Myers Squibb
BMY
|
+$317M |
5 |
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% |