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
$352B
AUM Growth
+$36.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$2.7B
2
+$2.36B
3
+$1.17B
4
SIRI icon
SiriusXM
SIRI
+$167M

Top Sells

1
+$2.4B
2
+$1.93B
3
+$642M
4
PARA
Paramount Global Class B
PARA
+$450M
5
MKL icon
Markel Group
MKL
+$234M

Sector Composition

1 Technology 50.84%
2 Financials 25.24%
3 Consumer Staples 10.78%
4 Energy 9.48%
5 Communication Services 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$174B 49.54%
905,560,000
-10,000,382
2
$34.8B 9.88%
1,032,852,006
3
$28.4B 8.07%
151,610,700
4
$23.6B 6.7%
400,000,000
5
$18.8B 5.34%
126,093,326
+15,845,037
6
$14.6B 4.14%
243,715,804
+19,586,612
7
$12B 3.42%
325,634,818
8
$9.64B 2.74%
24,669,778
9
$4.54B 1.29%
20,100,000
+11,956,470
10
$3.78B 1.07%
36,095,570
11
$2.84B 0.81%
55,244,797
12
$2.64B 0.75%
12,815,613
13
$2.29B 0.65%
50,000,000
14
$2.16B 0.61%
8,297,460
15
$1.7B 0.48%
3,986,648
16
$1.64B 0.46%
12,471,030
17
$1.52B 0.43%
10,000,000
18
$1.49B 0.42%
3,828,941
19
$1.24B 0.35%
43,208,291
20
$1.22B 0.35%
6,125,376
21
$1.19B 0.34%
4,100,000
22
$1.01B 0.29%
29,000,000
23
$937M 0.27%
63,322,491
-30,408,484
24
$892M 0.25%
107,118,784
25
$840M 0.24%
5,242,000
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