In welke ondernemingen is superbelegger Warren Buffett het meest belegt, en wat is Morningstar’s waardering van deze aandelen?

1. 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?

2. 15. The Washington Post Comp. – WPO
Morningstar Rating
QQQ
Moat
Narrow
Holding value
$ 1.113 mrd
Fair Value
USD 570.00
Moat Trend
Negative
Stake
23.28%
Bron: Morningstar 25/11/2013

3. 14. General Motors – GM
Morningstar Rating
QQQQ
Moat
None
Holding value
$ 1.542 mrd
Fair Value
USD 56.00
Moat Trend
Negative
Stake
2,88%
Bron: Morningstar 25/11/2013

4. 13. Phillips 66 – PSX
Morningstar Rating
QQQ
Moat
Narrow
Holding value
$ 1.825 mrd
Fair Value
USD 70.00
Moat Trend
Stable
Stake
4,53%
Bron: Morningstar 25/11/2013

5. 12. Moody’s – MCO
Morningstar Rating
Moat
Holding value
$ 1.849 mrd
Fair Value
Moat Trend
Stake
11,59%
Bron: Morningstar 25/11/2013

6. 11. DaVita HealthCare Partners – DVA
Morningstar Rating
QQ
Moat
Narrow
Holding value
$ 2.083 mrd
Fair Value
USD 53.00
Moat Trend
Stable
Stake
16,52%
Bron: Morningstar 25/11/2013

7. 10. Goldman Sachs – GS
Morningstar Rating
QQQ
Moat
Narrow
Holding value
$ 2.264 mrd
Fair Value
USD 161.00
Moat Trend
Stable
Stake
2.88%
Bron: Morningstar 25/11/2013

8. 9. DirecTV – DTV
Morningstar Rating
Q
Moat
Narrow
Holding value
$ 2.374 mrd
Fair Value
USD 43.00
Moat Trend
Negative
Stake
6.95%
Bron: Morningstar 25/11/2013

9. 8. US Bancorp – USB
Morningstar Rating
QQQQ
Moat
Narrow
Holding value
$ 3.032 mrd
Fair Value
USD 43.00
Moat Trend
Stable
Stake
4.32%
Bron: Morningstar 25/11/2013

10. 7. ExxonMobil – XOM
Morningstar Rating
QQQ
Moat
Wide
Holding value
$ 3.826 mrd
Fair Value
USD 97.00
Moat Trend
Negative
Stake
0.92%
Bron: Morningstar 25/11/2013

11. 6. Wal-Mart – WMT
Morningstar Rating
QQ
Moat
Wide
Holding value
$ 3.901 mrd
Fair Value
USD 74.00
Moat Trend
Negative
Stake
1.51%
Bron: Morningstar 25/11/2013

12. 5. Procter & Gamble – PG
Morningstar Rating
QQQ
Moat
Wide
Holding value
$ 4.464 mrd
Fair Value
USD 87.00
Moat Trend
Negative
Stake
1.94%
Bron: Morningstar 25/11/2013

13. 4. American Express – AXP
Morningstar Rating
QQQ
Moat
Wide
Holding value
$ 12.483 mrd
Fair Value
USD 77.00
Moat Trend
Stable
Stake
14,15%
Bron: Morningstar 25/11/2013

14. 3. IBM – IBM
Morningstar Rating
QQQQ
Moat
Wide
Holding value
$ 12.566 mrd
Fair Value
USD 208.00
Moat Trend
Negative
Stake
6,27%
Bron: Morningstar 25/11/2013

15. 2. Coca-Cola – KO
Morningstar Rating
QQQQ
Moat
Wide
Holding value
$ 16.068 mrd
Fair Value
USD 45.00
Moat Trend
Stable
Stake
9,06%
Bron: Morningstar 25/11/2013

16. 1. Wells Fargo – WFC
Morningstar Rating
QQQ
Moat
Narrow
Holding value
$ 20.104 mrd
Fair Value
USD 46.00
Moat Trend
Stable
Stake
8,79%
Bron: Morningstar 25/11/2013

17. 8. Berkshire Hathaway – BRK.A/BRK.B
Morningstar Rating
QQQQ
Moat
Wide
Fair Value
USD 143.00
Moat Trend
Negative
Bron: Morningstar 25/11/2013

18. Overzicht
Top 15 grootste posities Berkshire Hathaway
Holding value Stake %
Onderneming
USD mrd
1 Wells Fargo
20.104
8.79
2 Coca-Cola
16.068
9.06
3 IBM
12.566
6.27
4 American Express
12.483
14.15
5 Procter & Gamble
4.464
1.94
6 Wal-Mart
3.901
1.51
7 ExxonMobil
3.826
0.92
8 US Bancorp
3.032
4.32
9 DirecTV
2.374
6.95
10 Goldman Sachs
2.264
2.88
11 DaVita HealthCare Partners
2.083
16.52
12 Moody's
1.849
11.59
13 Phillips 66
1.825
4.53
14 General Motors
1.542
2.88
15 The Washington Post Comp.
1.113
23.28
Berkshire Hathaway
Moat
narrow
wide
wide
wide
wide
wide
wide
narrow
narrow
narrow
narrow
narrow
none
narrow
wide
Moat
Uncertainty Fair value Koers/
Morningstar Ticker
trend
fair value Rating
stable
medium USD 46.00
0.94
QQQ
WFC
stable
low
USD 45.00
0.89
QQQQ
KO
negative medium USD 208.00 0.89
QQQQ
IBM
stable
medium USD 77.00
1.07
QQQ
AXP
negative
low
USD 87.00
0.97
QQQ
PG
negative
low
USD 74.00
1.07
QQ
WMT
negative
low
USD 97.00
0.98
QQQ
XOM
stable
medium USD 43.00
0.89
QQQQ
USB
negative medium USD 43.00
1.51
Q
DTV
stable
high
USD 161.00 1.03
QQQ
GS
stable
medium USD 53.00
1.19
QQ
DVA
(niet gevolgd door aandelenanalisten Morningstar)
MCO
stable
very high USD 70.00
0.96
QQQ
PSX
negative
high
USD 56.00
0.69
QQQQ
GM
negative
high
USD 570.00 1.13
QQQ
WPO
negative
medium
USD 143.00
0.81
QQQQ
BRK.B
(Bron: CNBC en Morningstar 19/11/2013)
Bron: Morningstar 12/11/2013