Charlie Munger
Daily Journal Corp
·
CIK
783412
Vice Chairman of Berkshire Hathaway and Warren Buffett's longtime business partner, renowned for his sharp wit, deep understanding of business, and value investing philosophy.
04 Apr 2024
Last Update
AUM
$177.19MHoldings
4ROI %
26.32%QoQ%
-2.80%Avg. Holding Period
9yCharlie Munger
Sector Breakdown
Top Investments
Performance
Holdings
S&P 500
Stocks
4
Options
0
Ticker
Name
Shares
Shares value
% Portfolio
Change
Change %
History
Avg. Buy Price
Current price
Report Date
WFC
Wells Fargo & Company
1.41M
$81.9M
46.22%
-178.8K
-11.23%
$45.4(27.67%)
$57.96
31 Mar 2024
BAC
Bank of America Corp
2M
$75.84M
42.80%
-300K
-13.04%
$15.57(143.55%)
$37.92
31 Mar 2024
BABA
Alibaba Group Holding Ltd
195K
$14.11M
7.96%
-105K
-35.00%
$155.07(-53.34%)
$72.36
31 Mar 2024
USB
U.S. Bancorp
119.5K
$5.34M
3.01%
-20.5K
-14.64%
$40.4(10.64%)
$44.7
31 Mar 2024