berkshire hathaway portfolio

fig

웰스파고, 아멕스, 코카콜라, IBM이 버크셔 주식 포트폴리오 100조 중의 60%에 해당한다.
버크셔의 시가총액은 약 340조.

ibm에 이어 코카콜라의 실적이 기대에 미치지 못했고, 주가의 급락이 발생하고 있지만, 버크셔는 별 영향을 받지 않고 있다.
신기한 일이다. 추적해 볼 가치가 있다.


http://runmoneyrun.blogspot.kr/2014/10/ibm-and-tree-with-deep-roots.html


http://www.berkshirehathaway.com/qtrly/2ndqtr14.pdf

As of June 30, 2014, approximately 58% of the aggregate fair value was concentrated in the equity securities of four companies
(American Express Company – $14.4 billion; Wells Fargo & Company – $25.4 billion; International Business Machines Corporation – $12.7 billion; and The Coca-Cola Company – $16.9 billion).



http://www.dataroma.com/m/holdings.php?m=brk

Stock	% of portfolio	Shares	Recent activity	Reported Price*
hist	WFC - Wells Fargo	22.64	463,458,123		$52.56
hist	KO - Coca Cola Co.	15.75	400,000,000		$42.36
hist	AXP - American Express	13.37	151,610,700		$94.87
hist	IBM - International Bus. Machines	11.82	70,173,978	Add 2.66%	$181.27
hist	WMT - Wal-Mart Stores	4.10	58,797,259	Add 1.28%	$75.07

http://en.wikipedia.org/wiki/List_of_assets_owned_by_Berkshire_Hathaway

http://www.cnbc.com/id/22130601

http://www.gurufocus.com/StockBuy.php?GuruName=Warren+Buffett