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Market Update

Digging Into Berkshire Hathaway’s Portfolio

Morningstar’s Global Risk Model reveals how the investment giant’s equity holdings stack up on 11 measures of risk.

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In this article, I’ll use Morningstar’s Global Risk Model to analyze the underlying characteristics of Berkshire’s equity holdings. The portfolio remains highly concentrated and shows Buffett’s distinctive imprint in many ways, but has also evolved over time to become more modern and technology-focused.

Amy C. Arnott has a position in the following securities mentioned above: AAPL, BRK.B, AXP. Find out about Morningstar’s editorial policies.