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Warren Buffet (Berkshire Hathaway)

Market Value
US$448.79b

Holdings (45)

FNDUS$67.37
Floor & Decor Holdings
10.64%7 Day
-29.9%1 year
US$322.0mHolding
SIRIUS$21.43
Sirius XM Holdings
7.18%7 Day
4.5%1 year
US$786.1mHolding
7624JP¥142.00
Naito
6.77%7 Day
21.4%1 year
US$2.6mHolding
AMZNUS$246.29
Amazon.com
6.7%7 Day
10.9%1 year
US$2.5bHolding
LEN.BUS$100.93
Lennar
6.11%7 Day
-19.9%1 year
US$15.4mHolding
COFUS$255.68
Capital One Financial
5.5%7 Day
43.4%1 year
US$3.2bHolding
NUUS$17.61
Nu Holdings
5.2%7 Day
58.1%1 year
US$1.9bHolding
OXYUS$43.23
Occidental Petroleum
5.13%7 Day
-14.1%1 year
US$11.0bHolding
LPXUS$84.48
Louisiana-Pacific
4.61%7 Day
-19.7%1 year
US$557.4mHolding
CVXUS$159.25
Chevron
4.49%7 Day
10.5%1 year
US$19.6bHolding
MCOUS$531.17
Moody's
3.98%7 Day
13.3%1 year
US$13.1bHolding
AXPUS$382.98
American Express
3.52%7 Day
27.3%1 year
US$58.1bHolding
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Portfolio Summary

Warren Buffet (Berkshire Hathaway) is a USD portfolio that has returned 11.60% annually since inception.

Portfolio Snowflake

Fundamentals

A past performer which pays an unreliable dividend.

Returns since Inception

10.33%
Capital Gain
US$42.02b
1.30%
Dividend Income
US$5.31b
-0.0018%
Currency Gain
-US$7.17m
11.63%
Total Return
US$47.32b

News

The latest Simply Wall St News coverage

Simply Wall St News

4 hours ago | Simply Wall St

Is Capital One (COF) Still Attractive After A 44% One Year Share Price Rally

7 hours ago | Simply Wall St

Occidental Petroleum (OXY) Is Up 5.1% After $9.7 Billion OxyChem Sale To Berkshire Hathaway

10 hours ago | Simply Wall St

Why Sirius XM (SIRI) Is Up 7.2% After Stern Deal, New CFO, Berkshire Support – And What's Next

Returns

Portfolio volatility and the main contributors to returns

1.02
Portfolio Beta / Volatility

Portfolio Volatility vs Market

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

29.21x
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

9.70%
Expected Annual Earnings Growth

Future Annual Growth Analysis

Past Performance

The average performance ratios and growth over the past 5 years

17.14%
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

138.23%
Portfolio Debt to Equity

Portfolio Debt Level

Dividends

The average annual dividend yield and top payers

1.24%
Equivalent to US$5,577,928,198 per year

List of Dividend Payers

CompanyAnnual YieldAnnual Contribution
BioPharma Credit11.2%US$201,942
Kraft Heinz6.8%US$521,019,379
Sirius XM Holdings5.0%US$39,616,748
Diageo4.8%US$952,003
Diageo4.8%US$26,584,300
Chevron4.3%US$841,178,067
Insurance Australia Group3.9%US$21,317,799
YG-13.1%US$595,205
Coca-Cola2.9%US$816,013,184
Jefferies Financial Group2.6%US$693,692
Ally Financial2.6%US$34,799,872
Kroger2.3%US$69,999,143
Occidental Petroleum2.2%US$245,072,461
Naito2.1%US$53,986
T-Mobile US2.1%US$21,386,913
Bank of America2.0%US$1,156,798,874
Citigroup2.0%US$132,584,198
Lennar1.8%US$281,141
Paramount Global1.8%US$1,506,358
Louisiana-Pacific1.3%US$7,389,937
Capital One Financial1.3%US$39,908,429
VeriSign1.2%US$39,471,847
Chubb1.2%US$100,583,151
Vanguard Index Funds - Vanguard S&P 500 ETF1.1%US$303,918
SPDR S&P 500 ETF1.1%US$285,794
American Express0.9%US$497,258,947
Aon0.8%US$12,218,533
Visa0.8%US$22,238,172
Moody's0.7%US$92,762,126
Mastercard0.6%US$13,872,897
Apple0.4%US$820,979,183