Charlie Munger

Charlie Munger

Last Update: 07-05-2018

Number of Stocks: 4
Number of New Stocks: 0

Total Value: $161 Mil
Q/Q Turnover: 0%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Charlie Munger's Portfolio

This page shows the Portfolio Holdings of Charlie Munger at Daily Journal. It tells us what Charlie Munger holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.

Portfolio Statistics

Portfolio Date: 2018-06-30
Number of Stocks: 4
Total value: 161 Mil
Number of New Buys: 0
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 99.6% 99.6%
ETF, options, preferred 0.4% 0.4%
Basic Materials 0.4% 0.4%

Please upgrade your membership to see Portfolio changes after 2018-06-30 here

Current Holdings | Past Portfolios: Premium Upgrade your membership

Ticker Company Industry Market Cap ($ Mil) Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
WFC Wells Fargo & CoBanks261,3241,591,80088,24954.88%000.03+1.39%-8.57%
BAC Bank of America CorporationBanks306,9652,300,00064,83740.32%000.02+6.55%+5.45%
USB US BancorpBanks88,653140,0007,0034.35%000.01+7.80%+2.69%
PKX POSCOSteel21,6889,7457220.45%000.00-13.58%-13.31%
Premium Portfolio changes after 2018-06-30 are included for Premium Members only!
*Holdings do not include bonds, notes, debts, shorts etc. Foreign holdings may not be included.

Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat