Warren Buffet (Berkshire Hathaway)
Market Value
US$297.45b
Holdings (44)
Portfolio Summary
Warren Buffet (Berkshire Hathaway) is a USD portfolio that has returned 1.05% since inception.
Portfolio Snowflake
Fundamentals
A value Portfolio with a great track record.
Returns since Inception
-0.37%
Capital Gain
-US$1.12b
1.43%
Dividend Income
US$4.27b
1.05%
Total Return
US$3.15b
News
The latest Simply Wall St News coverage
Simply Wall St News
8 hours ago | Simply Wall St
With EPS Growth And More, Mastercard (NYSE:MA) Makes An Interesting Case17 hours ago | Simply Wall St
Possible Bearish Signals With Visa Insiders Disposing Stock17 hours ago | Simply Wall St
Is The Coca-Cola Company (NYSE:KO) A High Quality Stock To Own?Returns
Portfolio volatility and the main contributors to returns
1.197
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
22.63x
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
5.90%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
18.63%
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
173.86%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
1.55%
Equivalent to US$4,598,654,147 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| U.S. Bancorp | 6.1% | US$253,365,638 |
| PNC Financial Services Group | 5.5% | US$33,173,803 |
| STORE Capital | 5.1% | US$40,040,982 |
| Kraft Heinz | 5.1% | US$521,016,888 |
| United Parcel Service | 4.7% | US$384,915 |
| M&T Bank | 4.6% | US$23,588,107 |
| Suncor Energy | 4.6% | US$28,910,639 |
| Bank of New York Mellon | 4.0% | US$121,561,162 |
| Bank of America | 3.7% | US$888,017,145 |
| Wells Fargo | 3.6% | US$332,616,162 |
| Synchrony Financial | 3.5% | US$20,127,846 |
| Coca-Cola | 3.3% | US$735,991,740 |
| Johnson & Johnson | 3.2% | US$1,556,979 |
| JPMorgan Chase | 3.1% | US$93,274,671 |
| Barrick Gold | 2.8% | US$9,421,517 |
| Kroger | 2.6% | US$25,450,046 |
| Mondelez International | 2.6% | US$982,585 |
| Procter & Gamble | 2.5% | US$1,186,801 |
| Sirius XM Holdings | 2.3% | US$4,840,022 |
| American Express | 1.7% | US$363,874,631 |
| Vanguard Index Funds - Vanguard S&P 500 ETF | 1.6% | US$255,708 |
| SPDR S&P 500 ETF Trust | 1.5% | US$243,321 |
| General Motors | 1.3% | US$26,885,375 |
| Moody's | 1.0% | US$75,984,091 |
| Visa | 0.9% | US$20,773,976 |
| Globe Life | 0.8% | US$5,718,132 |
| Costco Wholesale | 0.7% | US$17,680,262 |
| Mastercard | 0.6% | US$10,407,439 |
| Apple | 0.6% | US$941,323,562 |