~40% of Warren Buffett’s portfolio is still in financials.
Even after trimming some bank exposure.
Latest moves from Berkshire Hathaway last quarter:
Adds
$DPZ – Domino's Pizza
$CB – Chubb Limited
$CVX – Chevron Corporation
$LAMR – Lamar Advertising Company
New position
$NYT – The New York Times Company
Reductions
− $AAPL – Apple Inc.
− $BAC – Bank of America
− $AMZN – Amazon
− $DVA – DaVita Inc.
− $STZ – Constellation Brands
− $POOL – Pool Corporation
− $AON – Aon plc
− $LILA – Liberty Latin America
− $BATRK – Atlanta Braves Holdings
Despite the trims, financials remain Buffett’s biggest bet.
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#ppc#paidmedia#adops