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
$332B
AUM Growth
-$20.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$1.51B
2
+$662M
3
+$373M
4
OXY icon
Occidental Petroleum
OXY
+$280M

Top Sells

1
+$19.9B
2
+$688M
3
+$657M
4
CVX icon
Chevron
CVX
+$491M
5
LPX icon
Louisiana-Pacific
LPX
+$37.5M

Sector Composition

1 Technology 41.84%
2 Financials 31.21%
3 Consumer Staples 11.87%
4 Energy 10.71%
5 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$135B 40.81%
789,368,450
-116,191,550
2
$39.2B 11.81%
1,032,852,006
3
$34.5B 10.41%
151,610,700
4
$24.5B 7.38%
400,000,000
5
$19.4B 5.85%
122,980,207
-3,113,119
6
$16.1B 4.86%
248,018,128
+4,302,324
7
$12B 3.62%
325,634,818
8
$9.7B 2.92%
24,669,778
9
$6.72B 2.03%
25,923,840
+5,823,840
10
$4.98B 1.5%
36,095,570
11
$3.49B 1.05%
55,244,797
12
$2.86B 0.86%
50,000,000
13
$2.43B 0.73%
12,815,613
14
$2.32B 0.7%
8,297,460
15
$1.95B 0.59%
65,486,288
+22,277,997
16
$1.92B 0.58%
3,986,648
17
$1.86B 0.56%
12,471,030
18
$1.8B 0.54%
10,000,000
19
$1.37B 0.41%
4,100,000
20
$1.28B 0.39%
107,118,784
21
$1.18B 0.35%
29,000,000
22
$1.11B 0.34%
3,828,941
23
$990M 0.3%
6,125,376
24
$973M 0.29%
32,755,624
+12,547,944
25
$856M 0.26%
5,242,000
1
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