Warren Buffett Berkshire Hathaway
AUM
$258B
1-Year Return
11.56%
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 Return
-7.85%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$315B
AUM Growth
-$33.2B
(-9.5%)
Cap. Flow
-$4.55B
Cap. Flow
% of AUM
-1.44%
Top 10 Holdings %
Top 10 Hldgs %
91.43%
Holding
53
New
5
Increased
–
Reduced
9
Closed
7
Top Buys
| 1 |
Chubb
CB
|
+$1.7B |
| 2 |
Liberty Live Group Series C
LLYVK
|
+$357M |
| 3 |
Liberty Live Group Series A
LLYVA
|
+$161M |
| 4 |
SiriusXM
SIRI
|
+$43.8M |
| 5 |
Atlanta Braves Holdings Series B
BATRK
|
+$7.99M |
Top Sells
| 1 |
Chevron
CVX
|
+$2.17B |
| 2 |
ATVI
Activision Blizzard
ATVI
|
+$1.24B |
| 3 |
General Motors
GM
|
+$848M |
| 4 |
Celanese
CE
|
+$621M |
| 5 |
HP
HPQ
|
+$474M |
Sector Composition
| 1 | Technology | 51.76% |
| 2 | Financials | 22.41% |
| 3 | Consumer Staples | 11.31% |
| 4 | Energy | 10.52% |
| 5 | Communication Services | 1.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.64T
| $157B | 49.77% |
915,560,382
|
|
||
2
Bank of America
BAC
$360B
| $28.3B | 8.98% |
1,032,852,006
|
|
||
3
American Express
AXP
$220B
| $22.6B | 7.18% |
151,610,700
|
|
||
4
Coca-Cola
KO
$289B
| $22.4B | 7.11% |
400,000,000
|
|
||
|
5
Chevron
CVX
$300B
| $18.6B | 5.9% |
110,248,289
-12,871,831
|
|
||
6
Occidental Petroleum
OXY
$41.5B
| $14.5B | 4.62% |
224,129,192
|
|
||
7
Kraft Heinz
KHC
$29.6B
| $11B | 3.48% |
325,634,818
|
|
||
8
Moody's
MCO
$86.8B
| $7.8B | 2.48% |
24,669,778
|
|
||
9
DaVita
DVA
$8.87B
| $3.41B | 1.08% |
36,095,570
|
|
||
|
10
HP
HPQ
$23.9B
| $2.63B | 0.84% |
102,519,035
-18,433,783
|
|
||
11
VeriSign
VRSN
$24.4B
| $2.6B | 0.82% |
12,815,613
|
|
||
12
Citigroup
C
$173B
| $2.27B | 0.72% |
55,244,797
|
|
||
13
Kroger
KR
$44.9B
| $2.24B | 0.71% |
50,000,000
|
|
||
14
Visa
V
$667B
| $1.91B | 0.61% |
8,297,460
|
|
||
|
15
Chubb
CB
$113B
| $1.7B | 0.54% |
+8,143,530
|
|
||
16
Charter Communications
CHTR
$35.4B
| $1.68B | 0.53% |
3,828,941
|
|
||
17
Mastercard
MA
$504B
| $1.58B | 0.5% |
3,986,648
|
|
||
18
Aon
AON
$77.7B
| $1.33B | 0.42% |
4,100,000
-235,000
|
|
||
19
Amazon
AMZN
$2.31T
| $1.27B | 0.4% |
10,000,000
-551,000
|
|
||
20
Capital One
COF
$129B
| $1.21B | 0.38% |
12,471,030
|
|
||
|
PARA
21
DELISTED
Paramount Global Class B
PARA
| $1.21B | 0.38% |
93,730,975
|
|
||
|
LSXMK
22
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $1.1B | 0.35% |
43,208,291
-12,573,613
|
|
||
23
Snowflake
SNOW
$82B
| $936M | 0.3% |
6,125,376
|
|
||
24
Nu Holdings
NU
$74.3B
| $777M | 0.25% |
107,118,784
|
|
||
25
Ally Financial
ALLY
$11.4B
| $774M | 0.25% |
29,000,000
|
|