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
-1.29%
1 Year Return
+11.56%
3 Year Return
+59.6%
5 Year Return
+141.45%
10 Year Return
+280.79%
AUM
$260B
AUM Growth
-$7.37B
(-2.8%)
Cap. Flow
-$1.32B
Cap. Flow
% of AUM
-0.51%
Top 10 Holdings %
Top 10 Hldgs %
88.64%
Holding
41
New
3
Increased
7
Reduced
7
Closed
2
Top Buys
| 1 |
Constellation Brands
STZ
|
+$1.17B |
| 2 |
Nucor
NUE
|
+$693M |
| 3 |
Pool Corp
POOL
|
+$275M |
| 4 |
Lennar Class A
LEN
|
+$222M |
| 5 |
D.R. Horton
DHI
|
+$192M |
Top Sells
| 1 |
Bank of America
BAC
|
+$2.03B |
| 2 |
Citigroup
C
|
+$1.03B |
| 3 |
Nu Holdings
NU
|
+$416M |
| 4 |
Liberty Media Series C
FWONK
|
+$296M |
| 5 |
DaVita
DVA
|
+$146M |
Sector Composition
| 1 | Financials | 36.91% |
| 2 | Technology | 26.95% |
| 3 | Consumer Staples | 17% |
| 4 | Energy | 12.67% |
| 5 | Communication Services | 2.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.64T
| $66.6B | 25.65% |
300,000,000
|
|
||
2
American Express
AXP
$220B
| $40.8B | 15.7% |
151,610,700
|
|
||
3
Coca-Cola
KO
$289B
| $28.6B | 11.03% |
400,000,000
|
|
||
|
4
Bank of America
BAC
$360B
| $26.4B | 10.14% |
631,573,531
-48,660,056
|
|
||
5
Chevron
CVX
$300B
| $19.8B | 7.64% |
118,610,534
|
|
||
6
Occidental Petroleum
OXY
$41.5B
| $13.1B | 5.03% |
264,941,431
+763,017
|
|
||
7
Moody's
MCO
$86.8B
| $11.5B | 4.42% |
24,669,778
|
|
||
8
Kraft Heinz
KHC
$29.6B
| $9.91B | 3.81% |
325,634,818
|
|
||
9
Chubb
CB
$113B
| $8.16B | 3.14% |
27,033,784
|
|
||
|
10
DaVita
DVA
$8.87B
| $5.38B | 2.07% |
35,142,479
-953,091
|
|
||
11
Kroger
KR
$44.9B
| $3.38B | 1.3% |
50,000,000
|
|
||
12
VeriSign
VRSN
$24.4B
| $3.37B | 1.3% |
13,289,880
+18,423
|
|
||
13
Visa
V
$667B
| $2.91B | 1.12% |
8,297,460
|
|
||
14
SiriusXM
SIRI
$7.05B
| $2.7B | 1.04% |
119,776,692
+2,308,119
|
|
||
|
15
Constellation Brands
STZ
$25B
| $2.2B | 0.85% |
12,009,000
+6,384,676
|
|
||
16
Mastercard
MA
$504B
| $2.19B | 0.84% |
3,986,648
|
|
||
17
Amazon
AMZN
$2.31T
| $1.9B | 0.73% |
10,000,000
|
|
||
18
Aon
AON
$77.7B
| $1.64B | 0.63% |
4,100,000
|
|
||
19
Capital One
COF
$129B
| $1.28B | 0.49% |
7,150,000
-300,000
|
|
||
20
Domino's
DPZ
$13.8B
| $1.2B | 0.46% |
2,620,613
+238,613
|
|
||
21
Ally Financial
ALLY
$11.4B
| $1.06B | 0.41% |
29,000,000
|
|
||
22
T-Mobile US
TMUS
$257B
| $1.04B | 0.4% |
3,883,145
-466,855
|
|
||
23
Liberty Live Group Series C
LLYVK
$8.12B
| $744M | 0.29% |
10,917,661
|
|
||
24
Charter Communications
CHTR
$35.4B
| $731M | 0.28% |
1,984,259
-7,500
|
|
||
|
25
Nucor
NUE
$31.7B
| $693M | 0.27% |
+5,756,510
|
|