Public Dashboard: Berkshire Hathaway
Analysis of the Berkshire "Equity Portfolio" as provided by the 2020 letter to shareholders. Other: Kraft Heinz ... BYD ... Itochu ... Occidental ($10B)
04/29/2024 | ||||||||||||
Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
---|---|---|---|---|---|---|---|---|---|---|---|---|
STOR | 24.40 | |||||||||||
STRZA | 43.20 | |||||||||||
Averages | $321,865.13 | 7.2% | 20.5 | 1.4% | 86% | 88 | 88.0 | 9.5% | ||||
Apple | AAPL | 907.60 | $169.30 | $153,656.68 | 47.7% | 7.8% | 25.0 | 0.6% | 91% | 99 | 99 | 11.0% |
Abbvie | ABBV | 25.50 | $159.62 | $4,070.31 | 1.3% | 3.1% | 13.0 | 3.6% | 69% | 93 | 94 | 8.3% |
Amazon.com | AMZN | 0.53 | $179.62 | $95.74 | 0.0% | 17.1% | 40.0 | 0.0% | 94% | 42 | 71 | 9.3% |
American Express | AXP | 151.60 | $235.64 | $35,723.02 | 11.1% | 11.9% | 17.0 | 1.6% | 74% | 84 | 81 | 8.4% |
Axalta Coating | AXTA | 23.40 | $31.22 | $730.55 | 0.2% | 3.7% | 31.0 | 0.0% | 41% | 40 | 36 | 4.7% |
Bank of America | BAC | 1032.90 | $37.83 | $39,074.61 | 12.1% | 5.4% | 12.1 | 2.5% | 95% | 61 | 72 | 7.0% |
Biogen | BIIB | 0.60 | $208.90 | $125.34 | 0.0% | -2.3% | 19.0 | 0.0% | 63% | 45 | 28 | 1.3% |
Bank of NY Mellon | BK | 66.80 | $57.32 | $3,828.98 | 1.2% | 4.9% | 11.0 | 2.2% | 89% | 94 | 78 | 8.5% |
Bristol-Myers Squibb | BMY | 33.30 | $44.85 | $1,493.50 | 0.5% | 1.1% | 18.0 | 3.7% | 76% | 44 | 48 | 11.9% |
Charter Communications | CHTR | 5.20 | $254.61 | $1,323.97 | 0.4% | 0.7% | 12.0 | 0.0% | 19% | 57 | 28 | 16.0% |
Chevron Corp | CVX | 48.50 | $165.89 | $8,045.66 | 2.5% | 5.6% | 15.0 | 2.8% | 97% | 41 | 71 | 14.6% |
DaVita Inc. | DVA | 36.10 | $133.51 | $4,819.71 | 1.5% | 2.3% | 14.0 | 0.0% | 25% | 93 | 55 | 3.0% |
General Motors | GM | 53.00 | $45.84 | $2,429.52 | 0.8% | 6.6% | 6.1 | 2.2% | 50% | 92 | 71 | 19.9% |
Johnson & Johnson | JNJ | 0.33 | $146.14 | $47.79 | 0.0% | 3.3% | 16.0 | 2.8% | 97% | 90 | 95 | 10.3% |
Coca-Cola | KO | 400.00 | $61.74 | $24,696.00 | 7.7% | 5.1% | 21.0 | 3.2% | 86% | 95 | 91 | 9.5% |
Kroger | KR | 33.50 | $55.49 | $1,858.92 | 0.6% | 3.5% | 11.0 | 2.3% | 62% | 89 | 65 | 5.2% |
Liberty Global | LBTYA | 18.00 | $16.35 | $294.30 | 0.1% | 1.5% | 16.0 | 0.0% | 9% | 17 | 13 | 9.1% |
Mastercard | MA | 4.60 | $462.42 | $2,127.13 | 0.7% | 11.8% | 28.0 | 0.7% | 98% | 98 | 100 | 7.6% |
Moody's | MCO | 24.70 | $376.13 | $9,290.41 | 2.9% | 7.2% | 26.0 | 1.2% | 85% | 95 | 86 | 1.7% |
Mondelez | MDLZ | 0.58 | $70.61 | $40.81 | 0.0% | 7.8% | 19.0 | 2.0% | 87% | 86 | 95 | 12.6% |
Marsh & McLennan | MMC | 4.30 | $197.95 | $851.19 | 0.3% | 6.7% | 23.0 | 1.4% | 89% | 90 | 87 | 8.3% |
Merck | MRK | 28.70 | $131.20 | $3,765.44 | 1.2% | 7.0% | 12.0 | 2.7% | 94% | 86 | 100 | 6.4% |
Procter & Gamble | PG | 0.32 | $161.29 | $50.81 | 0.0% | 3.5% | 24.0 | 2.3% | 84% | 97 | 90 | 6.6% |
RH [Restoration Hardware] | RH | 1.70 | $248.91 | $423.15 | 0.1% | 4.7% | 18.0 | 0.0% | 40% | 47 | 63 | 11.0% |
Snowflake | SNOW | 6.10 | $158.13 | $964.59 | 0.3% | 26.6% | 50.0 | 0.0% | 38% | 1 | 24 | -23.0% |
StoneCo* | STNE | 14.20 | $16.35 | $232.17 | 0.1% | 12.6% | 25.0 | 0.0% | 65% | 16 | 19 | 21.5% |
Synchrony Financial | SYF | 20.10 | $44.67 | $897.87 | 0.3% | -0.3% | 9.0 | 1.5% | 79% | 60 | 44 | 0.9% |
T-Mobile US | TMUS | 5.20 | $163.96 | $852.59 | 0.3% | 1.7% | 19.0 | 0.0% | 49% | 62 | 55 | 9.8% |
United Parcel Service | UPS | 0.06 | $147.59 | $8.71 | 0.0% | 5.7% | 14.0 | 3.5% | 89% | 95 | 96 | 11.1% |
U.S. Bancorp | USB | 148.20 | $41.12 | $6,093.98 | 1.9% | 2.9% | 12.0 | 3.1% | 95% | 93 | 87 | 10.6% |
Visa Inc. | V | 10.00 | $274.52 | $2,745.20 | 0.9% | 10.7% | 29.0 | 0.8% | 100% | 98 | 100 | 10.6% |
Verisign | VRSN | 12.80 | $175.48 | $2,246.14 | 0.7% | 4.4% | 26.0 | 0.0% | 69% | 92 | 88 | 7.9% |
Verizon | VZ | 146.70 | $39.68 | $5,821.06 | 1.8% | 1.3% | 11.0 | 3.5% | 77% | 85 | 73 | 11.2% |
Wells Fargo | WFC | 52.40 | $59.91 | $3,139.28 | 1.0% | 4.4% | 12.0 | 2.5% | 57% | 74 | 62 | 7.3% |