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
$280B
AUM Growth
-$51.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$458M
2
+$283M
3
+$272M
4
ULTA icon
Ulta Beauty
ULTA
+$266M
5
HEI.A icon
HEICO Corp Class A
HEI.A
+$185M

Top Sells

1
+$82B
2
+$990M
3
+$684M
4
COF icon
Capital One
COF
+$367M
5
TMUS icon
T-Mobile US
TMUS
+$100M

Sector Composition

1 Financials 37.87%
2 Technology 30.91%
3 Consumer Staples 13.74%
4 Energy 12.37%
5 Healthcare 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$84.2B 30.09%
400,000,000
-389,368,450
2
$41.1B 14.67%
1,032,852,006
3
$35.1B 12.54%
151,610,700
4
$25.5B 9.09%
400,000,000
5
$18.6B 6.63%
118,610,534
-4,369,673
6
$16.1B 5.75%
255,281,524
+7,263,396
7
$10.5B 3.75%
325,634,818
8
$10.4B 3.71%
24,669,778
9
$6.9B 2.46%
27,033,784
+1,109,944
10
$5B 1.79%
36,095,570
11
$3.51B 1.25%
55,244,797
12
$2.5B 0.89%
50,000,000
13
$2.28B 0.81%
12,815,613
14
$2.18B 0.78%
8,297,460
15
$1.93B 0.69%
10,000,000
16
$1.76B 0.63%
3,986,648
17
$1.55B 0.55%
70,002,897
+4,516,609
18
$1.38B 0.49%
107,118,784
19
$1.36B 0.49%
9,819,052
-2,651,978
20
$1.2B 0.43%
4,100,000
21
$1.15B 0.41%
29,000,000
22
$1.14B 0.41%
3,828,941
23
$823M 0.29%
4,672,000
-570,000
24
$779M 0.28%
35,182,219
+2,426,595
25
$555M 0.2%
7,722,451
1
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