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
+3.29%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$267B
AUM Growth
+$797M
(+0.3%)
Cap. Flow
-$6.73B
Cap. Flow
% of AUM
-2.52%
Top 10 Holdings %
Top 10 Hldgs %
89.72%
Holding
41
New
1
Increased
5
Reduced
8
Closed
3
Top Buys
| 1 |
Constellation Brands
STZ
|
+$1.24B |
| 2 |
Domino's
DPZ
|
+$464M |
| 3 |
Occidental Petroleum
OXY
|
+$440M |
| 4 |
SiriusXM
SIRI
|
+$281M |
| 5 |
VeriSign
VRSN
|
+$94.3M |
Top Sells
| 1 |
Bank of America
BAC
|
+$5.16B |
| 2 |
Citigroup
C
|
+$2.86B |
| 3 |
Nu Holdings
NU
|
+$479M |
| 4 |
Capital One
COF
|
+$294M |
| 5 |
Charter Communications
CHTR
|
+$285M |
Sector Composition
| 1 | Financials | 38.96% |
| 2 | Technology | 29.15% |
| 3 | Consumer Staples | 14.68% |
| 4 | Energy | 11.32% |
| 5 | Communication Services | 2.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.64T
| $75.1B | 28.12% |
300,000,000
|
|
||
2
American Express
AXP
$220B
| $45B | 16.84% |
151,610,700
|
|
||
|
3
Bank of America
BAC
$360B
| $29.9B | 11.19% |
680,233,587
-117,449,720
|
|
||
4
Coca-Cola
KO
$289B
| $24.9B | 9.32% |
400,000,000
|
|
||
5
Chevron
CVX
$300B
| $17.2B | 6.43% |
118,610,534
|
|
||
|
6
Occidental Petroleum
OXY
$41.5B
| $13.1B | 4.89% |
264,178,414
+8,896,890
|
|
||
7
Moody's
MCO
$86.8B
| $11.7B | 4.37% |
24,669,778
|
|
||
8
Kraft Heinz
KHC
$29.6B
| $10B | 3.74% |
325,634,818
|
|
||
9
Chubb
CB
$113B
| $7.47B | 2.8% |
27,033,784
|
|
||
10
DaVita
DVA
$8.87B
| $5.4B | 2.02% |
36,095,570
|
|
||
11
Kroger
KR
$44.9B
| $3.06B | 1.14% |
50,000,000
|
|
||
|
12
VeriSign
VRSN
$24.4B
| $2.75B | 1.03% |
13,271,457
+455,844
|
|
||
|
13
SiriusXM
SIRI
$7.05B
| $2.68B | 1% |
117,468,573
+12,313,544
|
|
||
14
Visa
V
$667B
| $2.62B | 0.98% |
8,297,460
|
|
||
15
Amazon
AMZN
$2.31T
| $2.19B | 0.82% |
10,000,000
|
|
||
16
Mastercard
MA
$504B
| $2.1B | 0.79% |
3,986,648
|
|
||
17
Aon
AON
$77.7B
| $1.47B | 0.55% |
4,100,000
|
|
||
|
18
Capital One
COF
$129B
| $1.33B | 0.5% |
7,450,000
-1,650,000
|
|
||
|
19
Constellation Brands
STZ
$25B
| $1.24B | 0.47% |
+5,624,324
|
|
||
20
Ally Financial
ALLY
$11.4B
| $1.04B | 0.39% |
29,000,000
|
|
||
|
21
Citigroup
C
$173B
| $1.03B | 0.39% |
14,639,502
-40,605,295
|
|
||
|
22
Domino's
DPZ
$13.8B
| $1,000M | 0.37% |
2,382,000
+1,104,744
|
|
||
23
T-Mobile US
TMUS
$257B
| $960M | 0.36% |
4,350,000
-322,000
|
|
||
24
Liberty Live Group Series C
LLYVK
$8.12B
| $743M | 0.28% |
10,917,661
|
|
||
|
25
Charter Communications
CHTR
$35.4B
| $683M | 0.26% |
1,991,759
-830,120
|
|