Berkshire Said Approximately 79% Of The Aggregate Fair Value Was Concentrated In Five Companies: American Express $28.4B; Apple $174.3B; Bank Of America $34.8B; Coca-Cola $23.6B, Chevron $18.8B
Portfolio Pulse from Charles Gross
Berkshire Hathaway's annual report reveals that about 79% of its aggregate fair value is concentrated in five companies: American Express, Apple, Bank of America, Coca-Cola, and Chevron, with respective values of $28.4B, $174.3B, $34.8B, $23.6B, and $18.8B.
February 24, 2024 | 1:34 pm
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POSITIVE IMPACT
Apple stands out in Berkshire Hathaway's portfolio with a staggering investment value of $174.3B.
Apple's dominant position in Berkshire Hathaway's portfolio suggests a strong belief in its continued growth and profitability, likely encouraging investor optimism.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 95
POSITIVE IMPACT
American Express is one of the five core investments of Berkshire Hathaway, with a reported value of $28.4B.
Being highlighted as a core investment by Berkshire Hathaway signals strong confidence in American Express's future performance, potentially influencing investor sentiment positively.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
Bank of America is a significant part of Berkshire Hathaway's investment strategy, with a value of $34.8B.
The substantial investment in Bank of America by Berkshire Hathaway could be seen as a bullish signal, potentially boosting investor confidence in BAC.
CONFIDENCE 85
IMPORTANCE 75
RELEVANCE 85
POSITIVE IMPACT
Berkshire Hathaway's annual report highlights its investment strategy, focusing on five major companies.
The annual report's focus on its major investments underlines Berkshire Hathaway's strategic approach to investing, potentially reassuring investors about its portfolio management.
CONFIDENCE 95
IMPORTANCE 95
RELEVANCE 100
POSITIVE IMPACT
Berkshire Hathaway's annual report reveals its concentrated investment approach, with a significant portion in five companies.
The emphasis on a concentrated investment strategy in the annual report signals Berkshire Hathaway's confidence in its chosen companies, likely affecting investor perception positively.
CONFIDENCE 95
IMPORTANCE 95
RELEVANCE 100
POSITIVE IMPACT
Chevron is part of Berkshire Hathaway's concentrated investment portfolio, with an $18.8B stake.
Berkshire Hathaway's investment in Chevron indicates a positive outlook on the energy sector and CVX's role within it, potentially boosting investor confidence.
CONFIDENCE 80
IMPORTANCE 65
RELEVANCE 75
POSITIVE IMPACT
Coca-Cola is among Berkshire Hathaway's top investments with a valuation of $23.6B.
Coca-Cola's inclusion as a key investment reflects Berkshire Hathaway's confidence in its stable returns and brand strength, likely influencing positive investor sentiment.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80