Warren Buffet (Berkshire Hathaway)
Market Value
US$333.58b
Holdings (43)
Portfolio Summary
Warren Buffet (Berkshire Hathaway) is a USD portfolio that has returned 10.28% annually since inception.
Portfolio Snowflake
Fundamentals
A past performer with some value.
Returns since Inception
8.91%
Capital Gain
US$27.28b
1.46%
Dividend Income
US$4.48b
10.37%
Total Return
US$31.76b
News
The latest Simply Wall St News coverage
Simply Wall St News
6 hours ago | Simply Wall St
Slowing Rates Of Return At Axalta Coating Systems (NYSE:AXTA) Leave Little Room For Excitement8 hours ago | Simply Wall St
The Kraft Heinz Company's (NASDAQ:KHC) Stock On An Uptrend: Could Fundamentals Be Driving The Momentum?13 hours ago | Simply Wall St
Those who invested in United Parcel Service (NYSE:UPS) five years ago are up 60%Returns
Portfolio volatility and the main contributors to returns
1.181
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
21.88x
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
6.20%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
16.72%
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
150.96%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
1.41%
Equivalent to US$4,695,431,324 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| U.S. Bancorp | 4.8% | US$258,645,818 |
| United Parcel Service | 4.6% | US$387,289 |
| Kraft Heinz | 4.2% | US$521,010,173 |
| Suncor Energy | 4.1% | US$30,444,701 |
| PNC Financial Services Group | 4.1% | US$33,173,530 |
| M&T Bank | 3.6% | US$23,587,935 |
| Sirius XM Holdings | 3.4% | US$5,320,053 |
| Johnson & Johnson | 3.4% | US$1,622,421 |
| Coca-Cola | 3.2% | US$776,000,456 |
| Bank of New York Mellon | 3.0% | US$121,558,716 |
| Bank of America | 2.6% | US$888,008,247 |
| Mondelez International | 2.5% | US$982,615 |
| JPMorgan Chase | 2.5% | US$102,159,573 |
| Synchrony Financial | 2.4% | US$20,128,159 |
| Procter & Gamble | 2.4% | US$1,186,782 |
| Barrick Gold | 2.3% | US$8,361,109 |
| Wells Fargo | 2.3% | US$332,615,621 |
| Kroger | 2.1% | US$25,451,027 |
| Vanguard Index Funds - Vanguard S&P 500 ETF | 1.4% | US$273,364 |
| Globe Life | 1.3% | US$5,718,284 |
| SPDR S&P 500 ETF Trust | 1.3% | US$261,366 |
| American Express | 1.2% | US$424,505,982 |
| General Motors | 1.1% | US$35,847,607 |
| Moody's | 0.9% | US$83,880,458 |
| Visa | 0.8% | US$20,773,955 |
| Costco Wholesale | 0.7% | US$20,107,651 |
| Apple | 0.6% | US$941,367,955 |
| Mastercard | 0.6% | US$12,050,480 |