Update to 2024Q4
Update to 2024Q4
Representative
Warren Buffett
Style
GARP
AUM
243.3B
Berkshire Hathaway Inc., led by the legendary investors Warren Buffett and Charlie Munger, is known for its robust capital base and minimal debt. Over the past many years, the company has consistently delivered over 20% annual value growth to its shareholders.
Berkshire Hathaway Inc., led by the legendary inve...
AUM Chg.
3.67%
+$8.62B
2024Q3$234.68B
2024Q4$243.3B
Shares Chg.
8.11%
-3
2024Q337
2024Q434
Summary
Symbol | Company Name | Sector | Weight | Amount | Shares | Chg. of Shares |
|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | Technology | 30.88% | $75,126,000,000 | 300,000,000 | 0% |
| AXP | American Express Company | Financials | 18.49% | $44,996,539,653 | 151,610,700 | 0% |
| BAC | Bank Of America Corporation | Financials | 12.29% | $29,896,266,149 | 680,233,587 | -15% |
| KO | Coca-cola Co | Consumer Noncyclical | 10.24% | $24,904,000,000 | 400,000,000 | 0% |
| CVX | Chevron Corp | Energy | 7.06% | $17,179,549,745 | 118,610,534 | 0% |
| MCO | Moody's Corporation | Industrials | 4.8% | $11,677,932,812 | 24,669,778 | 0% |
| KHC | Kraft Heinz Co | Consumer Noncyclical | 4.11% | $10,000,245,261 | 325,634,818 | 0% |
| CB | Chubb Ltd | Financials | 3.07% | $7,469,434,519 | 27,033,784 | 0% |
| KR | Kroger Co | Consumer Noncyclical | 1.26% | $3,057,500,000 | 50,000,000 | 0% |
| V | Visa Incorporation | Technology | 1.08% | $2,622,329,258 | 8,297,460 | 0% |
1/4
We use Berkshire Hathaway Inc.'s 13F reports to calculate the current quarter's unrealized gain for their top 20 holdings. The cost estimation relies on VWAP for each quarter, dating back to 2013.
Buying Cost Estimation