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
+2.07%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$332B
AUM Growth
-$20.2B
(-5.7%)
Cap. Flow
-$19B
Cap. Flow
% of AUM
-5.72%
Top 10 Holdings %
Top 10 Hldgs %
91.19%
Holding
42
New
–
Increased
4
Reduced
5
Closed
1
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
+$19.9B |
| 2 |
HP
HPQ
|
+$688M |
| 3 |
PARA
Paramount Global Class B
PARA
|
+$657M |
| 4 |
Chevron
CVX
|
+$491M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$3.64T
| $135B | 40.81% |
789,368,450
-116,191,550
|
|
||
2
Bank of America
BAC
$360B
| $39.2B | 11.81% |
1,032,852,006
|
|
||
3
American Express
AXP
$220B
| $34.5B | 10.41% |
151,610,700
|
|
||
4
Coca-Cola
KO
$289B
| $24.5B | 7.38% |
400,000,000
|
|
||
|
5
Chevron
CVX
$300B
| $19.4B | 5.85% |
122,980,207
-3,113,119
|
|
||
6
Occidental Petroleum
OXY
$41.5B
| $16.1B | 4.86% |
248,018,128
+4,302,324
|
|
||
7
Kraft Heinz
KHC
$29.6B
| $12B | 3.62% |
325,634,818
|
|
||
8
Moody's
MCO
$86.8B
| $9.7B | 2.92% |
24,669,778
|
|
||
9
Chubb
CB
$113B
| $6.72B | 2.03% |
25,923,840
+5,823,840
|
|
||
10
DaVita
DVA
$8.87B
| $4.98B | 1.5% |
36,095,570
|
|
||
11
Citigroup
C
$173B
| $3.49B | 1.05% |
55,244,797
|
|
||
12
Kroger
KR
$44.9B
| $2.86B | 0.86% |
50,000,000
|
|
||
13
VeriSign
VRSN
$24.4B
| $2.43B | 0.73% |
12,815,613
|
|
||
14
Visa
V
$667B
| $2.32B | 0.7% |
8,297,460
|
|
||
|
LSXMK
15
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $1.95B | 0.59% |
65,486,288
+22,277,997
|
|
||
16
Mastercard
MA
$504B
| $1.92B | 0.58% |
3,986,648
|
|
||
17
Capital One
COF
$129B
| $1.86B | 0.56% |
12,471,030
|
|
||
18
Amazon
AMZN
$2.31T
| $1.8B | 0.54% |
10,000,000
|
|
||
19
Aon
AON
$77.7B
| $1.37B | 0.41% |
4,100,000
|
|
||
20
Nu Holdings
NU
$74.3B
| $1.28B | 0.39% |
107,118,784
|
|
||
21
Ally Financial
ALLY
$11.4B
| $1.18B | 0.35% |
29,000,000
|
|
||
22
Charter Communications
CHTR
$35.4B
| $1.11B | 0.34% |
3,828,941
|
|
||
23
Snowflake
SNOW
$82B
| $990M | 0.3% |
6,125,376
|
|
||
|
LSXMA
24
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $973M | 0.29% |
32,755,624
+12,547,944
|
|
||
25
T-Mobile US
TMUS
$257B
| $856M | 0.26% |
5,242,000
|
|