Warren Buffett Holdings Companies By Enterprise Value

Equity Type

Price

Concentration

			Equity Type	Price	Concentration	Current Valuation	Efficiency	Market Risk	Exp Return
1	AAPL	Apple Inc	Stock	217.9	Technology Hardware, Storage & Peripherals, Hardware Equipment, Information Technology, Dow Jones Industrial, NASDAQ 100 SP 500 Index, Nasdaq Total, CTA Artificial, Equal, 100, ARCA Computer Composite, Pre, Institutional, Composite BETTERINVESTING INDEX, BTRINVSTNG ESG Investing, Disruptive Technologies, Dividend Beast, Driverless Cars, Warren Buffett Holdings, Investor Favorites, Artificial Intelligence, Corona Opportunity, Millennials Best, Consumer Electronics, Cloud Computing	3.32 T	(0.12)	1.77	(0.22)
2	AMZN	Amazon Inc	Stock	192.72	Broadline Retail, Consumer Discretionary Distribution & Discretionary, Dow Jones Industrial, SP 500 Index, Nasdaq 100 Total, ISE Cloud Computing, CTA Artificial, NASDAQ Equal, 100, RETAIL SELECT, Pre, Benchmark Consumer, Composite, ARCA Institutional, Composite BETTERINVESTING INDEX, BTRINVSTNG Driverless Cars, Warren Buffett Holdings, Macroaxis Investor Favorites, Impulse, Artificial Intelligence, Adviser Robots And Drones, Momentum, Corona Opportunity, Millennials Best, Internet Cyclical	2.07 T	(0.12)	1.77	(0.21)
3	V	Visa Class A	Stock	342.85	Transaction & Payment Processing Services, Financial Dow Jones Industrial, NYSE Composite, SP 500 Index, 100 100, ARCA Institutional, BETTERINVESTING INDEX, BTRINVSTNG Warren Buffett Holdings, Macroaxis Business Financials, Credit Services	668.54 B	0.13	1.12	0.14
4	MA	Mastercard	Stock	540.61	Transaction & Payment Processing Services, Financial NYSE Composite, SP 500 Index, 100 100, ARCA Institutional, Giant Impact, Warren Buffett Holdings, Business Financials, Credit Services	502.33 B	0.04	1.25	0.06
5	TMUS	T Mobile	Stock	264.93	Wireless Telecommunication Services, Communication SP 500 Index, NASDAQ 100 Equal, 100, Nasdaq Pre, Composite, ARCA Institutional, Composite Total, Warren Buffett Holdings, Telecom Services	411.48 B	0.19	1.70	0.31
6	KO	The Coca Cola	Stock	70.37	Soft Drinks & Non-alcoholic Beverages, Beverages - Non-Alcoholic, Consumer Defensive, Dow Jones Industrial, NYSE Composite, SP 500 Index, 100 100, Nasdaq Benchmark Consumer, ARCA Institutional, BETTERINVESTING INDEX, BTRINVSTNG Alcohol, Drinks, Beers, Cigarettes, Giant Impact, Dividend Beast, Warren Buffett Holdings, Investor Favorites, Baby Boomer Prospects, Beer and Liquor, Staples, Beverages—Non-Alcoholic, Defensive	332.79 B	0.18	1.25	0.22
7	CVX	Chevron Corp	Stock	166.09	Oil, Gas & Consumable Fuels, Oil Integrated, Energy, Dow Jones Industrial, NYSE Composite, SP 500 Index, 100 100, ARCA OIL GAS, Institutional, BETTERINVESTING INDEX, BTRINVSTNG Warren Buffett Holdings, Impulse, Baby Boomer Prospects, Petroleum and Natural Gas, Energy	310.17 B	0.20	1.32	0.27
8	BAC	Bank of America	Stock	41.25	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, KBW Bank, SP 500 Index, 100 100, ARCA Institutional, BETTERINVESTING INDEX, BTRINVSTNG Warren Buffett Holdings, FinTech, Investor Favorites, Baby Boomer Prospects, Momentum, Hedge Financials, Banks—Diversified, Services	305.42 B	(0.05)	1.61	(0.08)
9	AXP	American Express	Stock	265.48	Consumer Finance, Financial Services, Dow Jones Industrial, NYSE Composite, SP 500 Index, 100 100, ARCA Institutional, Blockchain, Dividend Beast, Warren Buffett Holdings, FinTech, Financials, Credit Services	200.88 B	(0.10)	1.69	(0.16)
10	CHTR	Charter Communications	Stock	369.02	Cable & Satellite, Media Entertainment, Communication Services, SP 500 Index, Nasdaq 100 Total, NASDAQ Equal, 100, Pre, Composite, Composite Warren Buffett Holdings, Adviser Favorites, Media, Telecom Services	147.71 B	0.07	1.87	0.13
11	AON	Aon PLC	Stock	394.55	Insurance Brokers, Financial Services, NYSE Composite, SP 500 Index, Warren Buffett Holdings, FinTech, Insurance, Financials, Services	91.49 B	0.17	0.97	0.16
12	MCO	Moodys	Stock	461.38	Financial Exchanges & Data, Data Stock Exchanges, Services, NYSE Composite, SP 500 Index, HNX, HNX MidSmall Cap, Construction, Warren Buffett Holdings, FinTech, Financials, Capital Markets, Services	87.77 B	(0.02)	1.56	(0.03)
13	OXY	Occidental Petroleum	Stock	48.83	Oil, Gas & Consumable Fuels, Oil E&P, Energy, NYSE Composite, SP 500 Index, Dow Jones 100 ARCA OIL GAS, Dividend Beast, Warren Buffett Holdings, Climate Change, Energy	79.15 B	0.02	1.76	0.04
14	DEO	Diageo PLC ADR	Stock	105.38	Distillers & Vintners, Beverages - Wineries Distilleries, Consumer Defensive, NYSE Composite, Alcohol, Soft Drinks, Beers, Cigarettes, Warren Buffett Holdings, Beer and Liquor, Staples, Beverages, Beverages—Wineries Defensive	77.58 B	(0.14)	1.83	(0.26)
15	COF	Capital One Financial	Stock	173.53	Consumer Finance, Financial Services, NYSE Composite, KBW Bank, SP 500 Index, 100 100, SPASX 300, Australia All Ordinaries, ASX Small Warren Buffett Holdings, FinTech, Financials, Credit Services	75.15 B	(0.01)	2.20	(0.01)
16	KR	Kroger Company	Stock	66.72	Consumer Staples Distribution & Retail, Defensive, NYSE Composite, SP 500 Index, Nasdaq Benchmark Consumer, RETAIL SELECT, Warren Buffett Holdings, Power Assets, Staples, Grocery Stores, Defensive	63.71 B	0.11	1.44	0.16
17	KHC	Kraft Heinz Co	Stock	30.24	Packaged Foods & Meats, Food, Beverage Tobacco, Consumer Defensive, SP 500 Index, NASDAQ 100 Equal, 100, Nasdaq Benchmark Consumer, Pre, Composite, Composite Total, Processed Foods, Dividend Beast, Warren Buffett Holdings, Food Products, Adviser Favorites, Staples, Defensive	54.67 B	0.02	1.65	0.03
18	SNOW	Snowflake	Stock	150.63	Internet Services & Infrastructure, Software - Application, Information Technology, NYSE Composite, ISE Cloud Computing, Warren Buffett Holdings, IT Services, Software—Application, Technology	48.37 B	0.00	2.86	0.00
19	DHI	DR Horton	Stock	125.99	Household Durables, Consumer Durables & Apparel, Discretionary, NYSE Composite, PHLX Housing, SP 500 Index, Nasdaq Benchmark Consumer, Farming, Construction, Warren Buffett Holdings, Real Estate, Residential Cyclical	41.8 B	(0.07)	1.94	(0.14)
20	NU	Nu Holdings	Stock	10.35	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, Banking, Warren Buffett Holdings, Hedge Favorites, Financials, Banks—Diversified, Services	41.74 B	0.01	3.76	0.03

The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.

Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents. Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.

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Warren Buffett Holdings Companies By Enterprise Value

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