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
$325B
AUM Growth
+$26.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.37B
2
+$1.08B
3
+$954M
4
BAC icon
Bank of America
BAC
+$651M
5
HPQ icon
HP
HPQ
+$484M

Top Sells

1
+$4.99B
2
+$1.14B
3
+$631M
4
TSM icon
TSMC
TSM
+$618M
5
GM icon
General Motors
GM
+$367M

Sector Composition

1 Technology 49.99%
2 Financials 22.44%
3 Consumer Staples 12.3%
4 Energy 10.71%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$151B 46.44%
915,560,382
+20,424,207
2
$29.5B 9.09%
1,032,852,006
+22,751,400
3
$25B 7.69%
151,610,700
4
$24.8B 7.63%
400,000,000
5
$21.6B 6.65%
132,407,595
-30,568,176
6
$13.2B 4.07%
211,707,119
+17,355,469
7
$12.6B 3.87%
325,634,818
8
$7.55B 2.32%
24,669,778
9
$4.23B 1.3%
49,439,781
-3,277,294
10
$3.55B 1.09%
120,952,818
+16,476,783
11
$2.93B 0.9%
36,095,570
12
$2.71B 0.83%
12,815,613
13
$2.59B 0.8%
55,244,797
+89,000
14
$2.47B 0.76%
50,000,000
15
$2.09B 0.64%
93,730,975
+93,786
16
$1.87B 0.58%
8,297,460
17
$1.47B 0.45%
40,000,000
-10,000,000
18
$1.45B 0.45%
3,986,648
19
$1.37B 0.42%
3,828,941
20
$1.37B 0.42%
4,335,000
-61,000
21
$1.21B 0.37%
55,781,904
22
$1.09B 0.34%
10,551,000
-115,000
23
$960M 0.3%
8,819,016
-891,167
24
$954M 0.29%
+9,922,000
25
$945M 0.29%
6,125,376
1
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