1 Year Rate of Return on Berkshire’s Top 10 Stocks (February 7, 2020)

The one year rate of return on Berkshire’s top 10 stock holdings as of February 7, 2020:

(1) Apple ($80 billion) + 87%

(2) Bank of America ($33 billion) +23%

(3) Coca-Cola ($24 billion) +20%

(4) American Express ($20 billion) +26%

(5) Wells Fargo ($18 billion) – 1%

(6) Kraft Heinz ($10 billion)  – 37%

(7) JPMorgan Chase ($8 billion) +34%

(8) U.S. Bancorp ($7 billion) +7%

(9) Moody’s ($7 billion) +66%

(10) Goldman Sachs ($4 billion) + 23%

1-year weighted return on the top 10 stocks  +44%

1-year rate of return on the S&P 500  +23%

1-year rate of return on Berkshire Hathaway  +13%

Note: 

(1) 8 out of the top 10 stocks rose in the past 12 months, with Apple (+ 87%) and Moody’s (+ 66%) having the largest percentage price increases. Only Kraft Heinz (-37%) and Wells Fargo (-1%) declined in price.

(2) The top 10 stocks represent approximately 80% of the total value of Berkshire’s common stock investments.