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
$299B
AUM Growth
+$2.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$73.9M
2
+$43.4M
3
+$40.9M

Top Sells

1
+$3.86B
2
+$3.1B
3
+$1.69B
4
ATVI
Activision Blizzard
ATVI
+$568M
5
CVX icon
Chevron
CVX
+$428M

Sector Composition

1 Technology 42.6%
2 Financials 24.65%
3 Energy 13.88%
4 Consumer Staples 13.72%
5 Communication Services 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$116B 38.9%
895,136,175
+333,856
2
$33.5B 11.19%
1,010,100,606
3
$29.3B 9.78%
162,975,771
-2,383,547
4
$25.4B 8.51%
400,000,000
5
$22.4B 7.49%
151,610,700
6
$13.3B 4.43%
325,634,818
7
$12.2B 4.09%
194,351,650
8
$6.87B 2.3%
24,669,778
9
$4.04B 1.35%
52,717,075
-7,424,791
10
$2.81B 0.94%
104,476,035
11
$2.7B 0.9%
36,095,570
12
$2.63B 0.88%
12,815,613
13
$2.49B 0.83%
55,155,797
14
$2.23B 0.75%
50,000,000
-268,823
15
$1.72B 0.58%
8,297,460
16
$1.69B 0.57%
55,781,904
17
$1.68B 0.56%
50,000,000
18
$1.58B 0.53%
93,637,189
+2,420,679
19
$1.39B 0.46%
3,986,648
20
$1.32B 0.44%
4,396,000
21
$1.3B 0.43%
3,828,941
22
$1.14B 0.38%
25,069,867
-37,141,011
23
$1.07B 0.36%
2,855,514
-342,830
24
$993M 0.33%
9,710,183
25
$896M 0.3%
10,666,000
1
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