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Portfolio of Warren Buffett Top Holdings

The following table includes 14 of Warren Buffett's top holdings.

Top Holdings of Warren Buffett
Stock
Price Quote & Dividend
Interactive Price Chart
Comments
American Express
Financial services
Coca-Cola
Beverages
ConocoPhillips
Integrated oil and gas
DaVita
Dialysis services
DIRECTV
Digital television entertainment
International Business Machines
Diversified computer products and services
Johnson & Johnson
Pharmaceuticals and comsumer products
Moody's
Financial information
M&T Bank
Banking and financial services
Procter & Gamble
Consumer products
U.S. Bancorp
Banking and financial services
Wal-Mart Stores
Discount retailer
Washington Post
Diversified education and media products
Wells Fargo & Company
Banking and financial services


To follow the day-to-day progress of the Top Holdings of Warren Buffett portfolio, check out the returns table and chart below. Portfolio values are computed using weekly closes for stocks from Yahoo! Finance.

The 13 stocks included in the value computations are: AXP, KO, COP, DVA, IBM, JNJ, MCO, MTB, PG, USB, WMT, WPO and WFC. The current value of the portfolio assumes that $769.23 was invested (total of $10,000) in each stock at its closing weekly price for the first week of January 2003. DTV was excluded from the chart computations because of insufficient price data.


Top Holdings of Warren Buffett - Return Results
Portfolio:
Top Holdings of Warren Buffett
Start date:
Jan-02-2003
Start value:
$10,000
End date:
Jun-20-2013
End value:
$27,941
Number prices
547
Minimum value occurred on Feb-10-2003
$9,387
Maximum value occurred on May-13-2013
$28,578
Total gain or loss (Start date to End date)
179.41%
Annualized gain or loss (Start date to End date)
10.26%
Sharpe Ratio
0.79
Total dollar value on End date of a $10,000 purchase made on Start date
$27,941
Average percent return for all possible buy/sell combinations
27.65%
Number returns
149,331
Number profitable returns (Winners)
121,260
Percent profitable returns
81.20%
Number unprofitable returns (Losers)
28,071
Percent unprofitable returns
18.80%
Winners to losers ratio
4.32


Click chart to enlarge it.



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