11/16/2010

Warren Buffett’s Current Dividend Portfolio

Warren Buffett, third wealthiest man in the world and major shareholder of investment group Berkshire Hathaway, filed form 13F-HR with the SEC as of 9/30/2010 in which several positions of his investment portfolio are disclosed. Warren Buffett's funds were valued at USD 48.56 billion.


The sector allocation was as follows:


Consumer Goods: 38.9 %
Financials: 40.9%
Consumer Services: 6.7%
Health Care: 6.1%
Oil & Gas: 3.5%
Industrials: 2.9%
Utilities: 0.3%

Here are movements of Warren Buffett's portfolio:

Top positions closed out by Warren Buffett: RSG, KMX, IRM, HD, NRG
Top positions initiated by Warren Buffett: BX
Top positions decreased by Warren Buffett: PG, MCO, FISV, NLC, NKE, IR, CMCSK
Top positions increased by Warren Buffett: WFC, JNJ




Related Stock Ticker Symbols:
KO, WFC, AXP, PG, KFT, JNJ, WMT, ESC, COP, USB, MCO, WPO, MTB, NKE, COST, USG, FISV, NLC, NSRGY, TMK, LOW, BDX, SNY, GE, UPS, BAC, GSK, BK, XOM, IR

Selected Articles:

Warren Buffett's current Dividend Portfolio
10 Cheapest Large Caps On American Stock Exchanges
Dogs of the Dow Jones Industrial Average as of October 2010
America’s Cheapest Large Caps With Highest Expected Growth
Best Dividend Paying Stock List As Of November 2010
9 Cheapest Midcap Stocks On Americans Stock Exchanges

1 comment:

  1. Anonymous11/10/2012

    During Q2 2012, Berkshire's US long stock portfolio decreased marginally from $75.3B to $74.3B. The total number of holdings increased from 35 to 37 this quarter. The new positions are Lee Enterprises (LEE), National Oilwell Varco (NOV), and Phillips 66 (PSX). The small stake in Intel Corporation (INTC) was eliminated in the quarter. Compared to last quarter when the majority of the positions (23 out of 35) were left untouched, there were a lot more adjustments this quarter - only 14 of the 37 stocks in the portfolio remained steady this quarter. Even so, the largest five positions and their allocations remained steady. Combined they account for just below 75% of the overall portfolio value.

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