Bill Gates Portfolio 2023
Bill Gates
Bill & Melinda Gates Foundation Trust Holdings Strategy: Long Term InvestorThe Bill & Melinda Gates Foundation focuses on improving health and alleviating extreme poverty. The trust holds the investment assets and transfers proceeds to the foundation to achieve the charitable goals.
Track Gates, It's Free!Performance
1 Year
+16.07%
3 Years
+35.42%
5 Years
+67.23%
10 years
+156.94%
Sectors
Largest Holdings
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Trades
Microsoft Corporation (MSFT)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 35.0%
- (Buy) $266.00 ― +42.0% →$377.85 (Now)
Berkshire Hathaway Inc. - Class B (BRK.B)- Sector: Offices of Other Holding Companies
- % of Portfolio: 19.2%
- (Buy) $126.51 ― +186.0% →$361.80 (Now)
Canadian National Railway Co. (CNI)- Sector: Line-Haul Railroads
- % of Portfolio: 14.7%
- (Buy) $96.93 ― +17.4% →$113.81 (Now)
Waste Management, Inc. (WM)- Sector: Facilities Support Services
- % of Portfolio: 14.3%
- (Buy) $86.25 ― +99.2% →$171.77 (Now)
Caterpillar Inc. (CAT)- Sector: Heavy Duty Truck Manufacturing
- % of Portfolio: 4.3%
- (Buy) $59.71 ― +312.0% →$246.01 (Now)
Deere & Co. (DE)- Sector: Farm Machinery and Equipment Manufacturing
- % of Portfolio: 3.4%
- (Buy) $347.09 ― +6.8% →$370.76 (Now)
Ecolab, Inc. (ECL)- Sector: Polish and Other Sanitation Good Manufacturing
- % of Portfolio: 2.3%
- (Buy) $65.51 ― +184.9% →$186.65 (Now)
Coca-Cola Femsa S.A.B. DE C.V. - ADR (KOF)- Sector: Soft Drink Manufacturing
- % of Portfolio: 1.3%
- (Buy) $55.63 ― +53.5% →$85.40 (Now)
Walmart Inc (WMT)- Sector: All Other General Merchandise Stores
- % of Portfolio: 1.1%
- (Buy) $53.94 ― +186.7% →$154.67 (Now)
Fedex Corp (FDX)- Sector: Couriers and Express Delivery Services
- % of Portfolio: 0.9%
- (Buy) $118.46 ― +116.5% →$256.46 (Now)
Waste Connections Inc (WCN)- Sector: Facilities Support Services
- % of Portfolio: 0.7%
- (Buy) $136.35 ― -2.2% →$133.30 (Now)
Schrodinger Inc (SDGR)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 0.5%
- (Buy) $48.11 ― -36.3% →$30.67 (Now)
Coupang Inc - Class A (CPNG)- Sector: Electronic Shopping
- % of Portfolio: 0.4%
- (Buy) $35.17 ― -53.8% →$16.25 (Now)
Crown Castle Inc (CCI)- Sector: Other Financial Vehicles
- % of Portfolio: 0.3%
- (Buy) $78.02 ― +32.1% →$103.10 (Now)
United Parcel Service, Inc. - Class B (UPS)- Sector: Couriers and Express Delivery Services
- % of Portfolio: 0.3%
- (Buy) $105.76 ― +42.5% →$150.75 (Now)
Anheuser-Busch InBev SA/NV - ADR (BUD)- Sector: Breweries
- % of Portfolio: 0.3%
- (Buy) $60.49 ― +3.7% →$62.70 (Now)
Kraft Heinz Co (KHC)- Sector: Fruit and Vegetable Canning
- % of Portfolio: 0.2%
- (Buy) $37.15 ― -6.6% →$34.68 (Now)
Danaher Corp. (DHR)- Sector: Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables
- % of Portfolio: 0.2%
- (Buy) $261.48 ― -15.4% →$221.30 (Now)
Hormel Foods Corp. (HRL)- Sector: Animal (except Poultry) Slaughtering
- % of Portfolio: 0.2%
- (Buy) $46.56 ― -30.0% →$32.59 (Now)
Carvana Co. - Class A (CVNA)- Sector: Used Car Dealers
- % of Portfolio: 0.0%
- (Buy) $52.61 ― -40.4% →$31.35 (Now)
On Holding AG Class A (ONON)- Sector: Footwear Manufacturing
- % of Portfolio: 0.0%
- (Buy) $35.13 ― -21.5% →$27.58 (Now)
Apple Inc (AAPL)- Sector: Electronic Computer Manufacturing
- % of Portfolio: 0.0%
- (Buy) $183.38 ― +4.3% →$191.31 (Now)
Meta Platforms Inc - Class A (META)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 0.0%
- (Buy) $301.30 ― +13.3% →$341.49 (Now)
BlackRock Institutional Trust Company N.A. - iShares U.S. Technology ETF (IYW)- Sector:
- % of Portfolio: 0.0%
- (Buy) $108.75 ― +8.0% →$117.42 (Now)
Amazon.com Inc. (AMZN)- Sector: Electronic Shopping and Mail-Order Houses
- % of Portfolio: 0.0%
- (Buy) $134.00 ― +9.5% →$146.71 (Now)
Broadcom Inc (AVGO)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 0.0%
- (Buy) $866.82 ― +12.1% →$972.00 (Now)
Eaton Corporation plc (ETN)- Sector: Other Commercial and Service Industry Machinery Manufacturing
- % of Portfolio: 0.0%
- (Buy) $215.58 ― +6.2% →$228.91 (Now)
Alphabet Inc - Class A (GOOGL)- Sector: All Other Telecommunications
- % of Portfolio: 0.0%
- (Buy) $129.36 ― +7.1% →$138.49 (Now)
Booking Holdings Inc (BKNG)- Sector: Tobacco Manufacturing
- % of Portfolio: 0.0%
- (Buy) $3,027.95 ― +3.4% →$3,130.00 (Now)
PulteGroup Inc (PHM)- Sector: New Single-Family Housing Construction (except For-Sale Builders)
- % of Portfolio: 0.0%
- (Buy) $79.71 ― +10.3% →$87.94 (Now)
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Average Buy Price |
Current Price |
Position | ||
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Options
Can't find any put or calls that Bill Gates has in Gates Foundation
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Average Portfolio Company Metrics
- Market Cap: $1.15 Trillion
- Dividend Yield 1.09 %
- Beta 0.9023
- P/E Ratio 25.43
- Negative P/E Ratio -0.46
- Profit Margin 24.64%
- PEG 241.11
- Price to Sales Ratio 6.49
- Price to Book Ratio 7.65
- Enterprise Value to EBIT: 22.8
- Enterprise Value to Revenue 6.95
- Total Debt to Enterprise Value 0.12
- Debt to Equity 0.8624
- Quarterly Earnings Growth (YoY) -
- Return on Equity 28.08%
- Return on Assets 11.16%
- Return on Invested Capital 19.05%
About Bill Gates
The Bill & Melinda Gates Foundation focuses on improving health and alleviating extreme poverty. The trust holds the investment assets and transfers proceeds to the foundation to achieve the charitable goals.
Track Gates
Don't miss a trade. Get notified when Bill Gates makes his next trade, It's Free!