For your weekend reading I once again offer the latest edition of U.S. News Invested, which this week contains the detailed rundown of the 47 holdings in Warren Buffett's portfolio. I'd say that a review of these 47 frames would be well worth anyone's time. Enjoy the final day of this very pleasant holiday weekend before the ravages of winter set in on Monday.
11-20-20 The Complete Berkshire Hathaway Portfolio | Stock Market News | US News
The
Complete Berkshire Hathaway Portfolio
Berkshire Hathaway's
portfolio is growing as Buffett pivoted from banks to health care last quarter.
The Complete Berkshire Hathaway Portfolio
To invest like Warren Buffett, start with these stocks.
Famed investor and Berkshire Hathaway (ticker: BRK.A, BRK.B) CEO Warren Buffett has become a
living legend on Wall Street for his practical value investing style and his
tremendously consistent track record throughout the decades. Generations of
investors have emulated the "Oracle of Omaha." Buffett started
investing at age 11, and over the years he has turned a $114 investment into
about $87 billion. This year has brought some problems for Berkshire's
portfolio, which saw its value plunge from $248 billion to $180 billion in the
first quarter alone. The good news? The stock market has bounced back, and with
it, so has Berkshire's portfolio, which was worth more than $245 billion
through Sept. 30. Here's a look at the entire Berkshire Hathaway portfolio
through the end of the third quarter, excluding two very small positions in
index-tracking exchange-traded funds SPDR S&P 500 ETF (SPY) and Vanguard 500 Index Fund
ETF (VOO).
AbbVie (ABBV)
AbbVie is one of the new positions the Omaha, Nebraska-based
conglomerate entered into last quarter, as Buffett and his presumed
stock-picking successors, Ted Weschler and Todd Combs, began buying more
heavily into the health care sector. With such a large portfolio, sector and
industry allocation becomes very important, and thus far one of the themes for
2020 has been Berkshire's wholesale abandonment of the troubled airline
industry in favor of more health care and tech stocks. AbbVie, one of the
largest drugmakers on earth, is a safe and steady bet, making a number of
blockbuster drugs like autoimmune treatment Humira and leukemia treatment
Imbruvica. As a so-called "dividend aristocrat," ABBV has now raised
its dividend payment annually for almost 50 straight years. The stock's current
dividend yield sits at more than 5%.
Holdings: 21.26 million shares
Value of Berkshire's holdings: $2.11 billion
1 of 47
Updated on Nov. 20, 2020: This story was published at an earlier date and has been updated
with new information.
John Divine, Senior Investing Reporter
John Divine is a senior investing reporter for U.S. News & World
Report, where he’s been ... READ MORE
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