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
+$424M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$566M
2
+$475M
3
+$98.7M

Top Sells

1
+$737M
2
+$712M
3
+$661M
4
BMY icon
Bristol-Myers Squibb
BMY
+$251M
5
MMC icon
Marsh & McLennan
MMC
+$220M

Sector Composition

1 Technology 44.43%
2 Financials 32.1%
3 Consumer Staples 12.12%
4 Communication Services 4.3%
5 Healthcare 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$126B 42.78%
887,135,554
2
$42.9B 14.61%
1,010,100,606
3
$25.4B 8.66%
151,610,700
4
$21B 7.15%
400,000,000
5
$12B 4.09%
325,634,818
6
$8.76B 2.99%
24,669,778
7
$8.58B 2.92%
158,824,575
8
$7.51B 2.56%
126,417,887
-2,471,019
9
$4.2B 1.43%
36,095,570
10
$3.75B 1.28%
72,357,453
11
$3.16B 1.08%
60,000,000
12
$3.06B 1.04%
4,200,626
-1,012,835
13
$2.91B 0.99%
28,703,519
+5,579,599
14
$2.63B 0.9%
12,815,613
15
$2.5B 0.85%
61,787,910
16
$2.13B 0.73%
9,562,460
-425,000
17
$2.05B 0.7%
55,781,904
18
$1.85B 0.63%
6,125,376
19
$1.75B 0.6%
10,666,000
20
$1.55B 0.53%
14,398,488
-6,129,373
21
$1.49B 0.51%
4,288,648
-276,108
22
$1.3B 0.44%
22,046,936
-4,247,330
23
$1.26B 0.43%
4,396,000
24
$1.2B 0.41%
1,791,967
25
$782M 0.27%
24,415,168
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