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)
04/20/2024 | ||||||||||||
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 | $315,114.50 | 7.2% | 20.5 | 1.4% | 86% | 88 | 87.9 | 10.0% | ||||
Apple | AAPL | 907.60 | $165.00 | $149,754.00 | 47.5% | 7.8% | 25.0 | 0.6% | 91% | 99 | 99 | 11.6% |
Abbvie | ABBV | 25.50 | $166.41 | $4,243.46 | 1.3% | 3.1% | 13.0 | 3.6% | 69% | 93 | 94 | 7.4% |
Amazon.com | AMZN | 0.53 | $174.63 | $93.08 | 0.0% | 17.1% | 40.0 | 0.0% | 94% | 42 | 71 | 10.0% |
American Express | AXP | 151.60 | $231.04 | $35,025.66 | 11.1% | 11.9% | 17.0 | 1.6% | 74% | 84 | 81 | 8.8% |
Axalta Coating | AXTA | 23.40 | $30.87 | $722.36 | 0.2% | 3.7% | 31.0 | 0.0% | 41% | 40 | 36 | 5.0% |
Bank of America | BAC | 1032.90 | $36.97 | $38,186.31 | 12.1% | 5.4% | 12.1 | 2.5% | 95% | 61 | 72 | 7.5% |
Biogen | BIIB | 0.60 | $194.38 | $116.63 | 0.0% | -2.3% | 19.0 | 0.0% | 63% | 45 | 28 | 2.7% |
Bank of NY Mellon | BK | 66.80 | $56.29 | $3,760.17 | 1.2% | 4.9% | 11.0 | 2.2% | 89% | 94 | 78 | 8.9% |
Bristol-Myers Squibb | BMY | 33.30 | $48.93 | $1,629.37 | 0.5% | 1.1% | 18.0 | 3.7% | 76% | 44 | 48 | 10.0% |
Charter Communications | CHTR | 5.20 | $265.21 | $1,379.09 | 0.4% | 0.7% | 12.0 | 0.0% | 19% | 57 | 28 | 15.1% |
Chevron Corp | CVX | 48.50 | $160.00 | $7,760.00 | 2.5% | 5.6% | 15.0 | 2.8% | 97% | 41 | 71 | 15.4% |
DaVita Inc. | DVA | 36.10 | $127.82 | $4,614.30 | 1.5% | 2.3% | 14.0 | 0.0% | 25% | 93 | 55 | 3.9% |
General Motors | GM | 53.00 | $42.37 | $2,245.61 | 0.7% | 6.6% | 6.1 | 2.2% | 50% | 92 | 71 | 21.8% |
Johnson & Johnson | JNJ | 0.33 | $147.91 | $48.37 | 0.0% | 3.3% | 16.0 | 2.8% | 97% | 90 | 95 | 10.1% |
Coca-Cola | KO | 400.00 | $60.17 | $24,068.00 | 7.6% | 5.1% | 21.0 | 3.2% | 86% | 95 | 91 | 10.0% |
Kroger | KR | 33.50 | $56.57 | $1,895.10 | 0.6% | 3.5% | 11.0 | 2.3% | 62% | 89 | 65 | 4.8% |
Liberty Global | LBTYA | 18.00 | $16.76 | $301.68 | 0.1% | 1.5% | 16.0 | 0.0% | 9% | 17 | 13 | 8.5% |
Mastercard | MA | 4.60 | $455.39 | $2,094.79 | 0.7% | 11.8% | 28.0 | 0.7% | 98% | 98 | 100 | 8.0% |
Moody's | MCO | 24.70 | $374.67 | $9,254.35 | 2.9% | 7.2% | 26.0 | 1.2% | 85% | 95 | 86 | 1.7% |
Mondelez | MDLZ | 0.58 | $68.11 | $39.37 | 0.0% | 7.8% | 19.0 | 2.0% | 87% | 86 | 95 | 13.4% |
Marsh & McLennan | MMC | 4.30 | $202.41 | $870.36 | 0.3% | 6.7% | 23.0 | 1.4% | 89% | 90 | 87 | 7.8% |
Merck | MRK | 28.70 | $125.78 | $3,609.89 | 1.1% | 7.0% | 12.0 | 2.7% | 94% | 86 | 100 | 7.3% |
Procter & Gamble | PG | 0.32 | $158.14 | $49.81 | 0.0% | 3.5% | 24.0 | 2.3% | 84% | 97 | 90 | 7.1% |
RH [Restoration Hardware] | RH | 1.70 | $240.41 | $408.70 | 0.1% | 4.7% | 18.0 | 0.0% | 40% | 47 | 63 | 11.8% |
Snowflake | SNOW | 6.10 | $145.45 | $887.24 | 0.3% | 26.6% | 50.0 | 0.0% | 38% | 1 | 24 | -21.8% |
StoneCo* | STNE | 14.20 | $15.30 | $217.26 | 0.1% | 12.6% | 25.0 | 0.0% | 65% | 16 | 19 | 23.1% |
Synchrony Financial | SYF | 20.10 | $41.57 | $835.56 | 0.3% | -0.3% | 9.0 | 1.5% | 79% | 60 | 44 | 2.3% |
T-Mobile US | TMUS | 5.20 | $162.33 | $844.12 | 0.3% | 1.7% | 19.0 | 0.0% | 49% | 62 | 55 | 10.0% |
United Parcel Service | UPS | 0.06 | $142.77 | $8.42 | 0.0% | 5.7% | 14.0 | 3.5% | 89% | 95 | 96 | 11.8% |
U.S. Bancorp | USB | 148.20 | $40.45 | $5,994.69 | 1.9% | 2.9% | 12.0 | 3.1% | 95% | 93 | 87 | 11.0% |
Visa Inc. | V | 10.00 | $269.78 | $2,697.80 | 0.9% | 10.7% | 29.0 | 0.8% | 100% | 98 | 100 | 11.0% |
Verisign | VRSN | 12.80 | $184.12 | $2,356.74 | 0.7% | 4.4% | 26.0 | 0.0% | 69% | 92 | 88 | 6.9% |
Verizon | VZ | 146.70 | $40.49 | $5,939.88 | 1.9% | 1.3% | 11.0 | 3.5% | 77% | 85 | 73 | 10.7% |
Wells Fargo | WFC | 52.40 | $60.35 | $3,162.34 | 1.0% | 4.4% | 12.0 | 2.5% | 57% | 74 | 62 | 7.1% |