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
$348B
AUM Growth
+$23.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$730M
2
+$726M
3
+$279M
4
NVR icon
NVR
NVR
+$70.6M
5
LEN.B icon
Lennar Class B
LEN.B
+$17.2M

Top Sells

1
+$2.93B
2
+$1.46B
3
+$815M
4
GM icon
General Motors
GM
+$694M
5
GL icon
Globe Life
GL
+$421M

Sector Composition

1 Technology 53.61%
2 Financials 21.87%
3 Consumer Staples 10.95%
4 Energy 9.35%
5 Communication Services 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$178B 51%
915,560,382
2
$29.6B 8.51%
1,032,852,006
3
$26.4B 7.59%
151,610,700
4
$24.1B 6.92%
400,000,000
5
$19.4B 5.56%
123,120,120
-9,287,475
6
$13.2B 3.78%
224,129,192
+12,422,073
7
$11.6B 3.32%
325,634,818
8
$8.58B 2.46%
24,669,778
9
$3.71B 1.07%
120,952,818
10
$3.63B 1.04%
36,095,570
11
$2.9B 0.83%
12,815,613
12
$2.54B 0.73%
55,244,797
13
$2.35B 0.67%
50,000,000
14
$1.97B 0.57%
8,297,460
15
$1.57B 0.45%
3,986,648
16
$1.5B 0.43%
4,335,000
17
$1.49B 0.43%
93,730,975
18
$1.41B 0.41%
55,781,904
19
$1.41B 0.4%
3,828,941
20
$1.38B 0.4%
10,551,000
21
$1.36B 0.39%
12,471,030
+2,549,030
22
$1.24B 0.35%
14,658,121
-34,781,660
23
$1.08B 0.31%
6,125,376
24
$848M 0.24%
22,000,000
-18,000,000
25
$845M 0.24%
107,118,784
1
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