Berkshire Hathaway
Foreign stocks
Investors in Thailand can buy BRK.B through 8 mutual funds open to retail investors. Most of them (8 funds) don't buy the stock themselves. Instead they invest in a master fund abroad, which in turn holds BRK.B.
| Fund | BRK.B weight | How it invests | 1-year return |
|---|---|---|---|
 LHUSFIN-ALH US Financial Fund | 13.67% | Via IYG | +3.50% |
 TUSFIN-ATISCO US Financial Fund | 12.26% | Via XLF | +7.50% |
 KT-FINANCE-AKTAM World Financial Services Fund | 5.56% | Via Fidelity Funds – Global Financial Services Fund | +10.86% |
 K-GIFRMFK Global Infrastructure Equity RMF | 3.59% | Via Wellington Enduring Infrastructure Assets Fund, USD S Accumulating Unhedged | +12.21% |
| K-GINFRA-A(D)K Global Infrastructure Equity Fund | 3.57% | Via Wellington Enduring Infrastructure Assets Fund, USD S Accumulating Unhedged | +12.39% |
| K-GPIN-A(A)K Global Equity Premium Income Fund | 1.30% | Via JEPG | +7.54% |
| K-GPINUH-A(A)K Global Equity Premium Income Unhedged Fund | 1.25% | Via JEPG | +14.22% |
 MGMVOLMFC Global Minimum Volatility Fund | 1.09% | Via ACWV | +8.08% |
| Period | SMA | EMA | Price vs line |
|---|---|---|---|
| 10 days | 549.45 | 550.57 | Above |
| 20 days | 537.72 | 540.01 | Above |
| 50 days | 518.80 | 524.46 | Above |
| 100 days | 509.93 | 513.13 | Above |
| 200 days | 496.83 | 503.41 | Above |
| Indicator | Value | Signal |
|---|---|---|
| RSI(14) | 81.88 | Down |
| MACD(12,26) | 12.53 | Up |
| ADX(14) | 52.56 | Neutral |
| ATR(14) % of price | 0.86 | Neutral |
No financial statements for BRK.B in the system yet — the share price above is the actual daily close
The many funds holding less than 3% are usually index funds holding at market weight · Funds holding more than 8% have deliberately chosen a large position
KASSET4LHFUND1TISCOASSET1KTAM1MFC1| Fund | BRK.B weight | Master fund | 1-year return | TER |
|---|---|---|---|---|
| LHUSFIN-A | 13.67% | IYG | +3.50% | 1.95% |
| TUSFIN-A | 12.26% | XLF | +7.50% | 1.29% |
| KT-FINANCE-A | 5.56% | Fidelity Funds – Global Financial Services Fund | +10.86% | 1.07% |
| K-GIFRMF | 3.59% | Wellington Enduring Infrastructure Assets Fund, USD S Accumulating Unhedged | +12.21% | 1.76% |
| K-GINFRA-A(D) | 3.57% | Wellington Enduring Infrastructure Assets Fund, USD S Accumulating Unhedged | +12.39% | 1.80% |
| K-GPIN-A(A) | 1.30% | JEPG | +7.54% | 1.14% |
| K-GPINUH-A(A) | 1.25% | JEPG | +14.22% | 0.95% |
| MGMVOL | 1.09% | ACWV | +8.08% | 0.91% |
| Master fund | Thai funds using this route | Master fund's BRK.B weight |
|---|---|---|
| Wellington Enduring Infrastructure Assets Fund, USD S Accumulating Unhedged | 2 | 3.59% |
| JPMorgan ETFs (Ireland) ICAV - Global Equity Premium Income Active UCITS ETF - USD (dist) | 2 | 1.30% |
| iShares U.S. Financial Services ETF | 1 | 13.67% |
| State Street Financial Select Sector SPDR ETF | 1 | 12.26% |
| Fidelity Funds – Global Financial Services Fund | 1 | 5.56% |
| iShares MSCI Global Min Vol Factor ETF | 1 | 1.09% |
