Skip to content

Exactly How Has Warren Buffett’s Profile Performed Versus the S&P 500 In the Last 5 Years?

July 20, 2022

Warren Buffett, likewise referred to as the Oracle of Omaha, is amongst one of the most distinguished capitalists on Wall surface Road. Buffett possesses Berkshire Hathaway (NYSE: BRK.B), a large-cap firm that has direct exposure to a number of openly detailed supplies. 

Warren Buffett’s holdings have actually constantly surpassed the returns of the S&P 500 index over the last a number of years. As an example, in the in 2014, the S&P 500 index is down over 11% contrasted to the 3.35% gains of Berkshire’s equity profile. 

In the previous 3 years, Berkshire’s equity returns have actually increased and also are up 158% considering that July 2017. Relatively, the S&P 500 index has actually returned 35% and also 69% in the last 3 and also five-year durations, specifically. 

Offered the outsized efficiency, it makes good sense to take a better take a look at the leading holdings of Berkshire Hathaway in 2022. At the end of Q1 of 2022, Berkshire Hathaway had direct exposure to 49 supplies, according to SEC filings.



    Among the biggest business on the planet, Apple (NASDAQ: AAPL) make up 42.8% of Berkshire’s overall holdings. Apple continues to be dependent on the apple iphone as the mobile phone produces a lot of its earnings and also capital. 

    Nonetheless, the technology titan has actually presented a number of subscription-based product or services throughout the years, consisting of Apple Treatment, Apple Songs, Apple Television+, and also Apple Game. Down 19% from all-time highs, long-lasting capitalists can watch the pullback as an acquiring possibility. 

    Financial Institution of America

    Financial Institution of America (NYSE: BAC) make up 11.5% of Berkshire’s profile, and also the financial heavyweight has actually returned near 400% to capitalists in the last years. In Q2, the firm reported its 4th straight quarter of running take advantage of. Its earnings increased by 6% while costs were up 1.5%, permitting Financial institution of America to report a take-home pay of $6.2 billion or $0.73 per share. 

    Because of recurring macro-economic difficulties, Financial institution of America’s annual report tightened by $127 billion to $3.1 trillion on the back of an $88 billion decrease in down payments. 

    American Express

    An additional monetary solutions firm component of Warren Buffett’s profile is American Express (NYSE: AXP). The charge card firm has actually been just one of one of the most lucrative financial investments for Berkshire Hathaway and also make up 7.8% of the overall profile. 

    American Express produces a bulk of earnings from deal charges and also is well positioned to take advantage of increasing asset costs. Nonetheless, document rising cost of living numbers may likewise damage customer investing and also rise default prices, working as headwinds for American Express. 


    The 4th biggest holding of Berkshire Hathaway is Chevron (NYSE: CVX), an incorporated power firm. While development supplies are having a hard time, power business have actually conveniently exceeded the wider markets in 2022 as a result of increasing oil costs. 

    Chevron shares are up nearly 58% considering that July 2021 and also use capitalists a yummy returns return of 3.93%. While the firm reported a bottom line of $5.5 billion in 2020, its profits stood at $15.6 billion in 2021. In Q1, its earnings were $6.5 billion or $3.36 per share. 

    Chevron belongs to an intermittent field, yet a varied earnings base has actually permitted the firm to boost rewards for 35 successive years. 


    A Warren Buffett preferred, Coca-Cola (NYSE: KO) make up 6.8% of Berkshire’s equity profile. The leading supply is a strong wager amidst increasing inflation prices. In Q1, Coca-Cola boosted sales by 16% to $10.5 billion, and also its profits broadened by 16% to $0.64 per share. Furthermore, the drink leviathan’s operating margin expanded to 32.5%, contrasted to 30.2% in the year-ago quarter. 

    Coca-Cola delights in prices power and also is just one of one of the most prominent brand names internationally. Its revenue margins are healthy and balanced as the firm can swiftly move increasing basic material expenses to customers. 

    The lower line

    Warren Buffett has actually positioned bank on leading supplies and also market leaders. Nonetheless, a lot of these gains considering that 2017 can be credited to Apple, Berkshire’s biggest holding. In current months, the Oracle of Omaha has actually likewise boosted direct exposure to the power field as oil costs stay raised.