1 Year Rate of Return on Berkshire’s Top 10 Stock Holdings
The one year rate of return on Berkshire’s top 10 stock holdings as of January 31, 2020:
(1) Apple ($77 billion) + 86%
(2) Bank of America ($31 billion) +15%
(3) Coca-Cola ($23 billion) +21%
(4) American Express ($20 billion) +26%
(5) Wells Fargo ($18 billion) – 4%
(6) Kraft Heinz ($10 billion) – 39%
(7) JPMorgan Chase ($8 billion) +28%
(8) U.S. Bancorp ($7 billion) +4%
(9) Moody’s ($6 billion) +62%
(10) Goldman Sachs ($4 billion) + 20%
S&P 500 +19%
Note:
(1) 8 out of the top 10 stocks rose in the past 12 months, with Apple (+ 86%) and Moody’s (+ 62%) having the largest percentage price increases. Only Kraft Heinz (-39%) and Wells Fargo (-4%) declined in price.
(2) The average return on the top 10 stocks (unweighted) +22%
(3) 1 year rate of return on Berkshire Hathaway +8%