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
$296B
AUM Growth
-$4.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$4.12B
2
+$2.2B
3
+$563M
4
LPX icon
Louisiana-Pacific
LPX
+$297M
5
PARA
Paramount Global Class B
PARA
+$244M

Top Sells

1
+$1.69B
2
+$614M
3
+$391M
4
STOR
STORE Capital Corporation
STOR
+$181M
5
KR icon
Kroger
KR
+$94.9M

Sector Composition

1 Technology 46.68%
2 Financials 24.01%
3 Energy 12.06%
4 Consumer Staples 12%
5 Healthcare 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$124B 41.76%
894,802,319
2
$30.5B 10.3%
1,010,100,606
3
$23.8B 8.02%
165,359,318
+3,919,169
4
$22.4B 7.57%
400,000,000
5
$20.5B 6.91%
151,610,700
6
$11.9B 4.03%
194,351,650
+35,801,921
7
$10.9B 3.67%
325,634,818
8
$6B 2.03%
24,669,778
9
$4.47B 1.51%
60,141,866
-8,259,284
10
$4.12B 1.39%
+60,060,880
11
$3.14B 1.06%
77,788,214
-42,016,921
12
$2.99B 1.01%
36,095,570
13
$2.6B 0.88%
104,476,035
14
$2.4B 0.81%
62,210,878
-10,146,575
15
$2.3B 0.78%
55,155,797
16
$2.23B 0.75%
12,815,613
17
$2.2B 0.74%
50,268,823
-2,168,472
18
$1.74B 0.59%
91,216,510
+12,794,865
19
$1.63B 0.55%
55,781,904
20
$1.6B 0.54%
50,000,000
-2,877,359
21
$1.47B 0.5%
8,297,460
22
$1.21B 0.41%
10,666,000
23
$1.18B 0.4%
4,396,000
24
$1.16B 0.39%
3,828,941
25
$1.13B 0.38%
3,986,648
1
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