Warren Buffet (Berkshire Hathaway)
Market Value
US$355.43b
Holdings (43)
Portfolio Summary
Warren Buffet (Berkshire Hathaway) is a USD portfolio that has returned 16.50% annually since inception.
Portfolio Snowflake
Fundamentals
A past performer but slightly overvalued.
Returns since Inception
15.11%
Capital Gain
US$46.67b
1.44%
Dividend Income
US$4.44b
16.55%
Total Return
US$51.11b
News
The latest Simply Wall St News coverage
Simply Wall St News
3 hours ago | Simply Wall St
Teva Pharmaceutical Industries First Quarter 2024 Earnings: Revenues Beat Expectations, EPS Lags3 hours ago | Simply Wall St
United Parcel Service First Quarter 2024 Earnings: Revenues Disappoint4 hours ago | Simply Wall St
The Procter & Gamble Company (NYSE:PG) Investors Are Less Pessimistic Than ExpectedReturns
Portfolio volatility and the main contributors to returns
1.186
Portfolio Beta / Volatility
Portfolio Volatility vs Market
Historical Portfolio Value
No data
Contributors to Returns
Diversification
The Portfolio diversification across companies and industries
Diversification By Company
Diversification Across Industries
Valuation
The value of the Portfolio based on future cash flows (where available) and price relative to the market
23.53x
Price Based on Earnings (PE)
Intrinsic Value based on Free Cash Flows
Price Based on Earnings
Price Based on Expected Growth
Price Based on Value of Assets
Future Growth
The expected growth in revenue and earnings over the next 1 to 3 years
6.50%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
17.77%
Historical Annual Earnings Growth
Return on Equity
Return on Assets
Return on Capital Employed
Financial Health
The average Portfolio debt to equity ratio ignoring financial institutions
148.09%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
1.32%
Equivalent to US$4,695,462,848 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| U.S. Bancorp | 4.7% | US$258,646,993 |
| Kraft Heinz | 4.5% | US$521,019,646 |
| United Parcel Service | 4.4% | US$387,291 |
| Suncor Energy | 4.1% | US$30,449,121 |
| PNC Financial Services Group | 3.9% | US$33,173,890 |
| Sirius XM Holdings | 3.5% | US$5,319,930 |
| M&T Bank | 3.4% | US$23,588,179 |
| Johnson & Johnson | 3.3% | US$1,622,427 |
| Coca-Cola | 3.1% | US$775,996,380 |
| Bank of New York Mellon | 2.9% | US$121,559,227 |
| Bank of America | 2.5% | US$887,992,966 |
| Procter & Gamble | 2.4% | US$1,269,818 |
| Mondelez International | 2.4% | US$982,582 |
| Barrick Gold | 2.4% | US$8,360,330 |
| JPMorgan Chase | 2.4% | US$102,157,146 |
| Wells Fargo | 2.3% | US$332,621,477 |
| Synchrony Financial | 2.2% | US$20,127,985 |
| Kroger | 2.1% | US$25,450,261 |
| Vanguard Index Funds - Vanguard S&P 500 ETF | 1.3% | US$273,365 |
| SPDR S&P 500 ETF Trust | 1.3% | US$261,379 |
| American Express | 1.2% | US$424,497,297 |
| General Motors | 1.1% | US$35,847,459 |
| Globe Life | 1.0% | US$5,718,360 |
| Moody's | 0.9% | US$83,875,686 |
| Visa | 0.8% | US$20,774,254 |
| Costco Wholesale | 0.6% | US$20,106,830 |
| Mastercard | 0.6% | US$12,050,681 |
| Apple | 0.5% | US$941,331,887 |