Berkshire Hathaway's Portfolio Shifts Under New CEO Greg Abel

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โดย The Motley Fool·Read original
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Berkshire Hathaway's investment portfolio is undergoing notable changes under new CEO Greg Abel, signaling a departure from the Warren Buffett era. Alphabet has risen to become the conglomerate's fifth-largest holding at 7.5% of its stock portfolio, joining long-time top positions Apple, American Express, Coca-Cola, and Bank of America. Meanwhile, Berkshire sold its entire stakes in Visa, Mastercard, Amazon, UnitedHealth Group, Domino's Pizza, Aon, Diageo, and Pool in its biggest portfolio turnover in years. The exit from Visa and Mastercard is reportedly linked to the departure of former manager Todd Combs, while other sales may reflect a shift in investment philosophy. Berkshire's cash pile stood at $397.4 billion at the end of the first quarter, and the company has underperformed the market in recent years.

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Article reports portfolio turnover and cash pile, but impact on Berkshire's own stock is unclear; underperformance noted.

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