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 |
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| Coca-Cola | Beverages |
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| ConocoPhillips | Integrated oil and gas |
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| DaVita | Dialysis services |
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| DIRECTV | Digital television entertainment |
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| International Business Machines | Diversified computer products and services |
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| Johnson & Johnson | Pharmaceuticals and comsumer products |
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| Moody's | Financial information |
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| M&T Bank | Banking and financial services |
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| Procter & Gamble | Consumer products |
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| U.S. Bancorp | Banking and financial services |
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| Wal-Mart Stores | Discount retailer |
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| Washington Post | Diversified education and media products |
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| Wells Fargo & Company | Banking and financial services |
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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.
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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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