Warren Buffett Diversifies Beyond Apple: Berkshire Hathaway's Financial Sector Bets
Portfolio Pulse from Surbhi Jain
Warren Buffett's Berkshire Hathaway maintains Apple Inc. as its largest holding, but the portfolio is also significantly invested in the financial sector. As of Q3 2023, financials represent 21.75% of the portfolio, with major stakes in Bank of America, American Express, Moody's Corporation, Citigroup, Visa, Mastercard, and Aon PLC.
November 16, 2023 | 5:12 pm
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NEUTRAL IMPACT
Apple remains the largest holding in Berkshire Hathaway's portfolio, accounting for half of its value.
Apple's position as the largest holding in Berkshire's portfolio is well-known and unlikely to surprise investors, thus the short-term impact is neutral.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 100
NEUTRAL IMPACT
Aon PLC is a smaller investment for Berkshire, with a 0.42% portfolio share.
Aon's stake is relatively small and already public knowledge, indicating a neutral short-term impact.
CONFIDENCE 90
IMPORTANCE 50
RELEVANCE 60
NEUTRAL IMPACT
American Express Co is another significant holding for Berkshire, taking up 7.22% of the portfolio.
The stake in AXP is notable, but as a known investment, it's unlikely to move the needle in the short term.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
Bank of America Corp represents 9.03% of Berkshire Hathaway's portfolio.
Berkshire's stake in BAC is significant, but as this is established information, it's unlikely to have a short-term impact.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
Berkshire Hathaway's portfolio diversification beyond Apple includes a significant stake in the financial sector.
The news about Berkshire's diversification is not new and is part of an ongoing strategy, thus the short-term impact on its stock is likely neutral.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEUTRAL IMPACT
Citigroup Inc has a smaller presence in Berkshire's portfolio at 0.73%.
Citigroup's share in the portfolio is modest and well-known, suggesting a neutral short-term impact.
CONFIDENCE 90
IMPORTANCE 50
RELEVANCE 60
NEUTRAL IMPACT
Mastercard Inc holds a 0.50% stake in Berkshire Hathaway's portfolio.
Mastercard's position is already factored into its stock price, suggesting a neutral short-term impact.
CONFIDENCE 90
IMPORTANCE 50
RELEVANCE 60
NEUTRAL IMPACT
Moody's Corporation accounts for 2.49% of Berkshire's investment portfolio.
While MCO is a part of Berkshire's portfolio, the existing investment is unlikely to cause a short-term impact.
CONFIDENCE 90
IMPORTANCE 60
RELEVANCE 70
NEUTRAL IMPACT
Visa Inc is part of Berkshire's financial sector investments with a 0.61% stake.
Visa's established position in the portfolio is unlikely to have a significant short-term impact.
CONFIDENCE 90
IMPORTANCE 50
RELEVANCE 60