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
$331B
AUM Growth
+$37.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.12B
2
+$1B
3
+$975M
4
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
+$272M
5
FWONK icon
Liberty Media Series C
FWONK
+$134M

Top Sells

1
+$1.54B
2
+$1.05B
3
+$417M
4
MMC icon
Marsh & McLennan
MMC
+$406M
5
V icon
Visa
V
+$274M

Sector Composition

1 Technology 49.56%
2 Financials 29.29%
3 Consumer Staples 11.56%
4 Communication Services 3.49%
5 Consumer Discretionary 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$158B 47.6%
887,135,554
2
$44.9B 13.58%
1,010,100,606
3
$24.8B 7.49%
151,610,700
4
$23.7B 7.16%
400,000,000
5
$11.7B 3.53%
325,634,818
6
$9.64B 2.91%
24,669,778
7
$8.25B 2.49%
158,824,575
8
$7.1B 2.15%
126,417,887
9
$4.49B 1.36%
38,245,036
+9,541,517
10
$4.2B 1.27%
72,357,453
11
$4.11B 1.24%
36,095,570
12
$3.52B 1.06%
60,000,000
13
$3.25B 0.98%
12,815,613
14
$2.78B 0.84%
61,412,910
-375,000
15
$2.5B 0.75%
3,828,941
-371,685
16
$2.2B 0.66%
55,781,904
17
$2.07B 0.63%
6,125,376
18
$1.8B 0.54%
8,297,460
-1,265,000
19
$1.78B 0.54%
10,666,000
20
$1.43B 0.43%
3,986,648
-302,000
21
$1.32B 0.4%
4,396,000
22
$1.03B 0.31%
27,502,652
+7,277,702
23
$1B 0.3%
+107,118,784
24
$975M 0.29%
+14,658,121
25
$974M 0.29%
1,816,547
+24,580
1
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