Post on 06-May-2015
description
De 15 grootste posities van Berkshire Hathaway
In welke ondernemingen is superbelegger Warren Buffett het meest belegt, en wat is
Morningstar’s waardering van deze aandelen?
15. The Washington Post Comp. – WPO
Morningstar Rating
QQQ Fair Value USD 570.00
Moat Narrow Moat Trend Negative Bron: Morningstar 25/11/2013
Holding value $ 1.113 mrd Stake 23.28%
14. General Motors – GM
Morningstar Rating
QQQQ Fair Value USD 56.00
Moat None Moat Trend Negative Bron: Morningstar 25/11/2013
Holding value $ 1.542 mrd Stake 2,88%
13. Phillips 66 – PSX
Morningstar Rating
QQQ Fair Value USD 70.00
Moat Narrow Moat Trend Stable Bron: Morningstar 25/11/2013
Holding value $ 1.825 mrd Stake 4,53%
12. Moody’s – MCO
Morningstar Rating
Fair Value
Moat Moat Trend
Bron: Morningstar 25/11/2013
Holding value $ 1.849 mrd Stake 11,59%
11. DaVita HealthCare Partners – DVA
Morningstar Rating
QQ Fair Value USD 53.00
Moat Narrow Moat Trend Stable Bron: Morningstar 25/11/2013
Holding value $ 2.083 mrd Stake 16,52%
10. Goldman Sachs – GS
Morningstar Rating
QQQ Fair Value USD 161.00
Moat Narrow Moat Trend Stable Bron: Morningstar 25/11/2013
Holding value $ 2.264 mrd Stake 2.88%
Moat Narrow Moat Trend Negative Bron: Morningstar 25/11/2013
Holding value $ 2.374 mrd Stake 6.95%
Morningstar Rating
Q Fair Value USD 43.00
9. DirecTV – DTV
Moat Narrow Moat Trend Stable Bron: Morningstar 25/11/2013
Holding value $ 3.032 mrd Stake 4.32%
Morningstar Rating
QQQQ Fair Value USD 43.00
8. US Bancorp – USB
Moat Wide Moat Trend Negative Bron: Morningstar 25/11/2013
Holding value $ 3.826 mrd Stake 0.92%
Morningstar Rating
QQQ Fair Value USD 97.00
7. ExxonMobil – XOM
Moat Wide Moat Trend Negative Bron: Morningstar 25/11/2013
Holding value $ 3.901 mrd Stake 1.51%
Morningstar Rating
QQ Fair Value USD 74.00
6. Wal-Mart – WMT
Moat Wide Moat Trend Negative Bron: Morningstar 25/11/2013
Holding value $ 4.464 mrd Stake 1.94%
Morningstar Rating
QQQ Fair Value USD 87.00
5. Procter & Gamble – PG
Moat Wide Moat Trend Stable Bron: Morningstar 25/11/2013
Holding value $ 12.483 mrd Stake 14,15%
Morningstar Rating
QQQ Fair Value USD 77.00
4. American Express – AXP
Moat Wide Moat Trend Negative Bron: Morningstar 25/11/2013
Holding value $ 12.566 mrd Stake 6,27%
Morningstar Rating
QQQQ Fair Value USD 208.00
3. IBM – IBM
Moat Wide Moat Trend Stable Bron: Morningstar 25/11/2013
Holding value $ 16.068 mrd Stake 9,06%
Morningstar Rating
QQQQ Fair Value USD 45.00
2. Coca-Cola – KO
Moat Narrow Moat Trend Stable Bron: Morningstar 25/11/2013
Holding value $ 20.104 mrd Stake 8,79%
Morningstar Rating
QQQ Fair Value USD 46.00
1. Wells Fargo – WFC
8. Berkshire Hathaway – BRK.A/BRK.B
Morningstar Rating
QQQQ Fair Value USD 143.00
Moat Wide Moat Trend Negative Bron: Morningstar 25/11/2013
Overzicht
Bron: Morningstar 12/11/2013
Top 15 grootste posities Berkshire Hathaway
Holding value Stake % Moat Moat Uncertainty Fair value Koers/ Morningstar Ticker
Onderneming USD mrd trend fair value Rating
1 Wells Fargo 20.104 8.79 narrow stable medium USD 46.00 0.94 QQQ WFC
2 Coca-Cola 16.068 9.06 wide stable low USD 45.00 0.89 QQQQ KO
3 IBM 12.566 6.27 wide negative medium USD 208.00 0.89 QQQQ IBM
4 American Express 12.483 14.15 wide stable medium USD 77.00 1.07 QQQ AXP
5 Procter & Gamble 4.464 1.94 wide negative low USD 87.00 0.97 QQQ PG
6 Wal-Mart 3.901 1.51 wide negative low USD 74.00 1.07 QQ WMT
7 ExxonMobil 3.826 0.92 wide negative low USD 97.00 0.98 QQQ XOM
8 US Bancorp 3.032 4.32 narrow stable medium USD 43.00 0.89 QQQQ USB
9 DirecTV 2.374 6.95 narrow negative medium USD 43.00 1.51 Q DTV
10 Goldman Sachs 2.264 2.88 narrow stable high USD 161.00 1.03 QQQ GS
11 DaVita HealthCare Partners 2.083 16.52 narrow stable medium USD 53.00 1.19 QQ DVA
12 Moody's 1.849 11.59 (niet gevolgd door aandelenanalisten Morningstar) MCO
13 Phillips 66 1.825 4.53 narrow stable very high USD 70.00 0.96 QQQ PSX
14 General Motors 1.542 2.88 none negative high USD 56.00 0.69 QQQQ GM
15 The Washington Post Comp. 1.113 23.28 narrow negative high USD 570.00 1.13 QQQ WPO
Berkshire Hathaway wide negative medium USD 143.00 0.81 QQQQ BRK.B(Bron: CNBC en Morningstar 19/11/2013)