The current Warren Buffett portfolio for 2021 has been updated.
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Here are the Berkshire-Hathaway portfolio holdings managed by Warren Buffett that were reported in the 13F filing to the SEC for the 4th quarter of 2020 at the end of December of last year.
Warren Buffett continues to oversee and manage the Berkshire Hathaway Holdings portfolio with $273 billion in capital.
Here is a snapshot of how the Warren Buffett portfolio was positioned going into 2021: Portfolio holdings by sector: Manufacturing 59.5% ($162 billion) Finance and insurance 25.3% ($69.1 billion) Information technology 8.2% ($22.3 billion) Administrative and Support and Waste Management and Remediation Services 2.5% ($6.92 billion). Warren Buffett (and other investors) are required by law to file their stock holdings each quarter. These stock holding reports are calle d 13F filings. There are several websites that track Warren Buffett’s portfolio based on his most recent 13F Filing. You can view Warren Buffett’s portfolio at the link below. Tool 1 Link: Warren Buffett. Check Pages 201 - 250 of The Warren Buffett Portfolio in the flip PDF version. The Warren Buffett Portfolio was published by Oya FX Trading & Investments on 2015-03-14. Find more similar flip PDFs like The Warren Buffett Portfolio. Download The Warren Buffett Portfolio PDF for free. Dec 04, 2021 Available in PDF, ePub and Kindle. We cannot guarantee that Warren Buffett book is available. Click Get Book button to download or read books, you can choose FREE Trial service. Join over 650.000 happy Readers and READ as many books as you like (Personal use). Download Free PDF. The company’s stock portfolio in 1967 was fortune.
Here is a snapshot of how the Warren Buffett portfolio was positioned going into 2021:
Portfolio holdings by sector:
- Manufacturing 59.5% ($162 billion)
- Finance and insurance 25.3% ($69.1 billion)
- Information technology 8.2% ($22.3 billion)
- Administrative and Support and Waste Management and Remediation Services 2.5% ($6.92 billion)
- Retail Trade 1.4% ($3.75 billion)
- Health Care and Social Assistance 1.4% ($3.68 billion)
- Professional, Scientific, and Technical Services 0.9% ($2.54 billion)
Company/percentage of portfolio
Apple Inc 42.2%
Bank Of America Corp. 12.8%
Coca-Cola Co 7.3%
American Express Co. 7.3%
Kraft Heinz Co 4.5%
Verizon Communications Inc 3.0%
Moody`s Corp. 2.5%
U.S. Bancorp. 2.4%
Chevron Corp. 1.7%
General Motors Company 1.4%
DaVita Inc 1.4%
Charter Communications Inc. – Class A 1.2%
Bank Of New York Mellon Corp 1.1%
Abbvie Inc 1.0%
Verisign Inc. 0.9%
Merck & Co Inc 0.8%
Visa Inc – Class A 0.7%
Wells Fargo & Co. 0.7%
Liberty Media Corp. (Tracking Stock – SiriusXM) Series C 0.7%
Snowflake Inc – Class A 0.7%
Amazon.com Inc. 0.6%
Mastercard Incorporated – Class A 0.6%
StoneCo Ltd – Class A 0.5%
Kroger Co. 0.4%
RH – Class A 0.3%
Store Capital Corp 0.3%
Synchrony Financial 0.3%
Axalta Coating Systems Ltd 0.2%
Liberty Media Corp. (Tracking Stock – SiriusXM) Series A 0.2%
T-Mobile US Inc 0.2%
Globe Life Inc 0.2%
Marsh & McLennan Cos., Inc. 0.2%
Liberty Global plc – Class A 0.2%
Teva- Pharmaceutical Industries Ltd. – ADR 0.2%
Sirius XM Holdings Inc 0.1%
Suncor Energy, Inc. 0.1%
Liberty Global plc – Class C 0.1%
Biogen Inc 0.1%
Last Updated on December 3, 2020
The Excel stock analyzer now has two spreadsheets based on Warren Buffett’s approach to stock valuation.
The valuation sheets have been built from the ground up based on this article: Valuing Stocks the Warren Buffett Way
The article mentions that more details can be found at:
“Buffettology: The Previously Unexplained Techniques That Have Made Warren Buffett the World’s Most Famous Investor” (I have not read the book)
Please do not use this sheet unless you understand the above article. Since I have nothing new to add, I see little point in describing the valuation sheets. So let me limit myself to the following:
Some questions for the investor to ask:
- What is the earnings yield? How does it compare with long-term govt. bond yield?
- How do returns project with historical earnings growth fare?
- What is the sustainable growth rate of the company, based on ROE and dividend payout ratio?
- What is the return on investment based on book value growth rate and for different PE values?
The sheets provide different ways of answering these questions by suitable choice of inputs. Historical stock price from Yahoo Finance (auto-downloader included in the analyzer) are necessary to use valuation sheets 2 and 3.
I hope the version 2.0 of the Excel Stock analyzer will help the user answer these questions. Please use the sheet only after reading the sources listed in the sheet, understanding and verifying the formulae used in the sheet and when you are comfortable with them.
Here is a screenshot (click on it to enlarge)
Download version 14th of the freefincal stock analyzer June 16th, 2019< latest!
(This is for Indian stocks). For a full list of features available, see this post.
For U.S. stocks use this free sheet: U.S. STOCK ANALYSIS SPREADSHEET
About The AuthorDr. M. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. He has over nine years of experience publishing news analysis, research and financial product development. Connect with him via Twitteror Linkedinor
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