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In 2021, which stocks will Warren Buffett reload?

author:Core asset ROE

In 2021, Berkshire Hathaway's equity portfolio is worth about $300 billion,

Most of these stocks were chosen by Buffett himself.

In 2021, which stocks will Warren Buffett reload?

While Berkshire's portfolio holds about 45 different stocks,

But 70 percent of the portfolio is concentrated on just four stocks.

Here's information about his holdings:

In 2021, which stocks will Warren Buffett reload?

Apple

The tech giant is the largest stock in Berkshire Hathaway's portfolio.

Berkshire owns 5.4 percent of Apple's stock, worth about $115.1 billion.

Buffett loves Apple not only for its "sticky" customers — it's hard to imagine a company with a more loyal customer base — but also for its pricing power and top-notch leadership.

In 2021, which stocks will Warren Buffett reload?
In 2021, which stocks will Warren Buffett reload?

Bank of America

Berkshire Hathaway holds 12.1 percent of Bank of America's stock and has a market capitalization of about $43.5 billion.

Buffett is a big fan of Bank of America CEO Brian Moynihan and the bank's management team.

Bank of America's implicit valuation of transactions relative to the book value of its assets is lower than that of other major banks.

Bank of America is also an excellent stock and is the fastest growing peer in recent years.

In 2021, which stocks will Warren Buffett reload?
In 2021, which stocks will Warren Buffett reload?

American Express

In percentage ownership terms, American Express is one of Berkshire Hathaway's largest equity investments, holding 18.9 percent of the shares, or about $24 billion.

Buffett loves the company's brand value, and the Express card is both online and loanable in transactions, which is why American Express stock has been part of Berkshire's portfolio for 30 years.

In 2021, which stocks will Warren Buffett reload?
In 2021, which stocks will Warren Buffett reload?

coca cola

Berkshire Hathaway is a major investor in the beverage giant, holding a 9.3 percent stake in the company, or about $22 billion.

Buffett began increasing his holdings in Coca-Cola stock in the late 1980s, one of his most successful long-term investments.

In addition to being a loyal customer, Buffett loves Coca-Cola's brand influence and vast sales network, both of which give it an edge over potential competitors.

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