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.
1 Year Est. Return
+11.78%
AUM
$258B
AUM Growth
-$2.29B
(-0.88%)
Holding
42
Top Buys
| 1 | +$1.57B | |
| 2 | +$581M | |
| 3 | +$566M | |
| 4 |
Chevron
CVX
|
+$495M |
| 5 |
Constellation Brands
STZ
|
+$226M |
Top Sells
| 1 | +$4.1B | |
| 2 | +$1.24B | |
| 3 | +$1.04B | |
| 4 |
Charter Communications
CHTR
|
+$377M |
| 5 |
DaVita
DVA
|
+$192M |
Sector Composition
| 1 | Financials | 41.37% |
| 2 | Technology | 23.8% |
| 3 | Consumer Staples | 16.5% |
| 4 | Energy | 11.11% |
| 5 | Healthcare | 2.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.12T
| $57.4B | 22.31% |
280,000,000
-20,000,000
|
|
||
2
American Express
AXP
$249B
| $48.4B | 18.78% |
151,610,700
|
|
||
3
Bank of America
BAC
$385B
| $28.6B | 11.12% |
605,267,375
-26,306,156
|
|
||
4
Coca-Cola
KO
$311B
| $28.3B | 10.99% |
400,000,000
|
|
||
|
5
Chevron
CVX
$298B
| $17.5B | 6.79% |
122,064,792
+3,454,258
|
|
||
6
Moody's
MCO
$86.7B
| $12.4B | 4.81% |
24,669,778
|
|
||
7
Occidental Petroleum
OXY
$40.8B
| $11.1B | 4.32% |
264,941,431
|
|
||
8
Kraft Heinz
KHC
$30.1B
| $8.41B | 3.26% |
325,634,818
|
|
||
9
Chubb
CB
$117B
| $7.83B | 3.04% |
27,033,784
|
|
||
|
10
DaVita
DVA
$8.59B
| $4.81B | 1.87% |
33,796,541
-1,345,938
|
|
||
11
VeriSign
VRSN
$23.6B
| $3.84B | 1.49% |
13,289,880
|
|
||
12
Kroger
KR
$43.6B
| $3.59B | 1.39% |
50,000,000
|
|
||
13
Visa
V
$645B
| $2.95B | 1.14% |
8,297,460
|
|
||
14
SiriusXM
SIRI
$7.08B
| $2.75B | 1.07% |
119,776,692
|
|
||
15
Mastercard
MA
$492B
| $2.24B | 0.87% |
3,986,648
|
|
||
16
Amazon
AMZN
$2.45T
| $2.19B | 0.85% |
10,000,000
|
|
||
|
17
Constellation Brands
STZ
$23B
| $2.18B | 0.85% |
13,400,000
+1,391,000
|
|
||
18
UnitedHealth
UNH
$295B
| $1.57B | 0.61% |
+5,039,564
|
|
||
19
Capital One
COF
$136B
| $1.52B | 0.59% |
7,150,000
|
|
||
20
Aon
AON
$75.2B
| $1.46B | 0.57% |
4,100,000
|
|
||
21
Domino's
DPZ
$14B
| $1.19B | 0.46% |
2,633,868
+13,255
|
|
||
22
Ally Financial
ALLY
$12.6B
| $1.13B | 0.44% |
29,000,000
|
|
||
23
Pool Corp
POOL
$9.1B
| $1.01B | 0.39% |
3,458,885
+1,994,885
|
|
||
24
Liberty Live Group Series C
LLYVK
$7.22B
| $886M | 0.34% |
10,917,661
|
|
||
25
Nucor
NUE
$36B
| $857M | 0.33% |
6,614,112
+857,602
|
|