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	234.93	Technology Hardware, Storage & Peripherals, Hardware Equipment, Information Technology, Dow Jones Industrial, SP 500 Index, ARCA Institutional, NASDAQ Composite, 100 Pre, Nasdaq CTA Artificial, 100, BTRINVSTNG INDEX, BETTERINVESTING Computer ESG Investing, Artificial Intelligence, Disruptive Technologies, Millennials Best, Dividend Beast, Corona Opportunity, Warren Buffett Holdings, Driverless Cars, Investor Favorites, Consumer Electronics, Cloud Computing	3.59 T	0.04	1.26	0.05
2	AMZN	Amazon Inc	Stock	205.74	Broadline Retail, Consumer Discretionary Distribution & Discretionary, Dow Jones Industrial, ISE Cloud Computing, SP 500 Index, ARCA Institutional, NASDAQ Composite, 100 Pre, Nasdaq CTA Artificial, 100, BTRINVSTNG INDEX, BETTERINVESTING Artificial Intelligence, Millennials Best, Robots And Drones, Impulse, Momentum, Adviser Favorites, Corona Opportunity, Warren Buffett Holdings, Macroaxis Driverless Cars, Investor Internet Cyclical	2.21 T	0.13	1.85	0.24
3	V	Visa Class A	Stock	314.7	Transaction & Payment Processing Services, Financial Dow Jones Industrial, NYSE Composite, 100 Index, ARCA Major Markets, SP 500 Institutional, BTRINVSTNG INDEX, BETTERINVESTING 100, Business Warren Buffett Holdings, Macroaxis Financials, Credit Services	610.12 B	0.17	1.29	0.22
4	MA	Mastercard	Stock	532.38	Transaction & Payment Processing Services, Financial NYSE Composite, 100 Index, SP 500 ARCA Institutional, 100, Giant Impact, Business Warren Buffett Holdings, Financials, Credit Services	492.01 B	0.17	0.95	0.16
5	TMUS	T Mobile	Stock	246.2	Wireless Telecommunication Services, Communication SP 500 Index, NASDAQ Composite, 100 Pre, Nasdaq 100, Warren Buffett Holdings, Telecom Services	390.62 B	0.27	1.32	0.35
6	BAC	Bank of America	Stock	47.77	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, 100 Index, SP 500 ARCA Institutional, KBW Bank, BTRINVSTNG INDEX, BETTERINVESTING 100, Hedge Favorites, Momentum, Macroaxis Picks, Baby Boomer Prospects, Warren Buffett Holdings, FinTech, Investor Financials, Banks—Diversified, Services	363.01 B	0.17	1.62	0.28
7	CVX	Chevron Corp	Stock	162.11	Oil, Gas & Consumable Fuels, Oil Integrated, Energy, Dow Jones Industrial, NYSE Composite, ARCA Major Markets, SP 500 Index, Institutional, OIL GAS, BTRINVSTNG 100 INDEX, BETTERINVESTING 100, Impulse, Baby Boomer Prospects, Petroleum and Natural Gas, Warren Buffett Holdings, Energy	310.17 B	0.14	1.19	0.17
8	KO	The Coca Cola	Stock	64.43	Soft Drinks & Non-alcoholic Beverages, Beverages - Non-Alcoholic, Consumer Defensive, Dow Jones Industrial, NYSE Composite, 100 Index, ARCA Major Markets, SP 500 Institutional, BTRINVSTNG INDEX, BETTERINVESTING 100, Drinks, Alcohol, Cigarettes, Dividend Beast, Baby Boomer Prospects, Beer and Liquor, Giant Impact, Warren Buffett Holdings, Investor Favorites, Staples, Beverages—Non-Alcoholic, Defensive	306.17 B	(0.20)	0.86	(0.17)
9	AXP	American Express	Stock	304.25	Consumer Finance, Financial Services, Dow Jones Industrial, NYSE Composite, ARCA Major Markets, SP 500 Index, Institutional, 100, Dividend Beast, Warren Buffett Holdings, Blockchain, FinTech, Financials, Credit Services	222.24 B	0.16	1.71	0.28
10	CHTR	Charter Communications	Stock	389.81	Cable & Satellite, Media Entertainment, Communication Services, SP 500 Index, NASDAQ Composite, 100 Pre, Nasdaq 100, Adviser Favorites, Warren Buffett Holdings, Media, Telecom Services	151.02 B	0.09	2.43	0.21
11	AON	Aon PLC	Stock	393.31	Insurance Brokers, Financial Services, NYSE Composite, SP 500 Index, Insurance, Warren Buffett Holdings, FinTech, Financials, Services	101.76 B	0.20	1.10	0.22
12	MCO	Moodys	Stock	500.88	Financial Exchanges & Data, Data Stock Exchanges, Services, NYSE Composite, SP 500 Index, HNX Construction, MidSmall Cap, HNX, Warren Buffett Holdings, FinTech, Financials, Capital Markets, Services	95.48 B	0.04	1.17	0.05
13	DEO	Diageo PLC ADR	Stock	118.65	Distillers & Vintners, Beverages - Wineries Distilleries, Consumer Defensive, NYSE Composite, Soft Drinks, Beers, Alcohol, Cigarettes, Beer and Liquor, Warren Buffett Holdings, Staples, Beverages, Beverages—Wineries Defensive	86.49 B	(0.10)	1.45	(0.14)
14	OXY	Occidental Petroleum	Stock	50.32	Oil, Gas & Consumable Fuels, Oil E&P, Energy, NYSE Composite, 100 Index, SP 500 OIL GAS, Climate Change, Dividend Beast, Warren Buffett Holdings, Energy	81.39 B	(0.12)	1.52	(0.18)
15	COF	Capital One Financial	Stock	191.29	Consumer Finance, Financial Services, NYSE Composite, SP 500 Index, KBW Bank, Australia All Ordinaries, ASX Small SPASX 300, 100, Warren Buffett Holdings, FinTech, Financials, Credit Services	79.71 B	0.17	2.66	0.45
16	KR	Kroger Company	Stock	60.5	Consumer Staples Distribution & Retail, Defensive, NYSE Composite, SP 500 Index, Power Assets, Macroaxis Picks, Warren Buffett Holdings, Staples, Grocery Stores, Defensive	59.27 B	0.15	1.48	0.22
17	NU	Nu Holdings	Stock	13.53	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, Banking, Hedge Favorites, Warren Buffett Holdings, Financials, Banks—Diversified, Services	59.11 B	(0.05)	2.54	(0.13)
18	KHC	Kraft Heinz Co	Stock	31.93	Packaged Foods & Meats, Food, Beverage Tobacco, Consumer Defensive, SP 500 Index, NASDAQ Composite, 100 Pre, Nasdaq 100, Processed Foods, Dividend Beast, Food Products, Adviser Favorites, Warren Buffett Holdings, Staples, Defensive	57.42 B	(0.16)	1.02	(0.16)
19	DHI	DR Horton	Stock	168.71	Household Durables, Consumer Durables & Apparel, Discretionary, NYSE Composite, PHLX Housing, SP 500 Index, Farming, Construction, Warren Buffett Holdings, Real Estate, Residential Cyclical	55.87 B	(0.08)	1.94	(0.15)
20	SNOW	Snowflake	Stock	173.7	Internet Services & Infrastructure, Software - Application, Information Technology, NYSE Composite, ISE Cloud Computing, Warren Buffett Holdings, IT Services, Software—Application, Technology	55.85 B	0.16	4.53	0.74

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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