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
$267B
AUM Growth
+$797M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$1.24B
2
+$464M
3
+$440M
4
SIRI icon
SiriusXM
SIRI
+$281M
5
VRSN icon
VeriSign
VRSN
+$94.3M

Top Sells

1
+$5.16B
2
+$2.86B
3
+$479M
4
COF icon
Capital One
COF
+$294M
5
CHTR icon
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 Change
in Stake 		Capital Flow
1
$75.1B 28.12%
300,000,000
2
$45B 16.84%
151,610,700
3
$29.9B 11.19%
680,233,587
-117,449,720
4
$24.9B 9.32%
400,000,000
5
$17.2B 6.43%
118,610,534
6
$13.1B 4.89%
264,178,414
+8,896,890
7
$11.7B 4.37%
24,669,778
8
$10B 3.74%
325,634,818
9
$7.47B 2.8%
27,033,784
10
$5.4B 2.02%
36,095,570
11
$3.06B 1.14%
50,000,000
12
$2.75B 1.03%
13,271,457
+455,844
13
$2.68B 1%
117,468,573
+12,313,544
14
$2.62B 0.98%
8,297,460
15
$2.19B 0.82%
10,000,000
16
$2.1B 0.79%
3,986,648
17
$1.47B 0.55%
4,100,000
18
$1.33B 0.5%
7,450,000
-1,650,000
19
$1.24B 0.47%
+5,624,324
20
$1.04B 0.39%
29,000,000
21
$1.03B 0.39%
14,639,502
-40,605,295
22
$1,000M 0.37%
2,382,000
+1,104,744
23
$960M 0.36%
4,350,000
-322,000
24
$743M 0.28%
10,917,661
25
$683M 0.26%
1,991,759
-830,120
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