Bill Gates profile
Bill Gates profile

Bill Gates

Bill & Melinda Gates Foundation Trust Holdings Strategy: Long Term Investor

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.

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Bill Gates Portfolio 2023

Performance

1 Year

+16.07%

3 Years

+35.42%

5 Years

+67.23%

10 years

+156.94%


Sectors

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Largest Holdings

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Trades

  • Microsoft Corporation Microsoft Corporation (MSFT)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 35.0%
  • (Buy) $266.00 +42.0% $377.85 (Now)
  • Waste Management, Inc. Waste Management, Inc. (WM)
  • Sector: Facilities Support Services
  • % of Portfolio: 14.3%
  • (Buy) $86.25 +99.2% $171.77 (Now)
  • Caterpillar Inc. Caterpillar Inc. (CAT)
  • Sector: Heavy Duty Truck Manufacturing
  • % of Portfolio: 4.3%
  • (Buy) $59.71 +312.0% $246.01 (Now)
  • Deere & Co. Deere & Co. (DE)
  • Sector: Farm Machinery and Equipment Manufacturing
  • % of Portfolio: 3.4%
  • (Buy) $347.09 +6.8% $370.76 (Now)
  • Ecolab, Inc. Ecolab, Inc. (ECL)
  • Sector: Polish and Other Sanitation Good Manufacturing
  • % of Portfolio: 2.3%
  • (Buy) $65.51 +184.9% $186.65 (Now)
  • Walmart Inc Walmart Inc (WMT)
  • Sector: All Other General Merchandise Stores
  • % of Portfolio: 1.1%
  • (Buy) $53.94 +186.7% $154.67 (Now)
  • Fedex Corp Fedex Corp (FDX)
  • Sector: Couriers and Express Delivery Services
  • % of Portfolio: 0.9%
  • (Buy) $118.46 +116.5% $256.46 (Now)
  • Waste Connections Inc Waste Connections Inc (WCN)
  • Sector: Facilities Support Services
  • % of Portfolio: 0.7%
  • (Buy) $136.35 -2.2% $133.30 (Now)
  • Schrodinger Inc Schrodinger Inc (SDGR)
  • Sector: Pharmaceutical Preparation Manufacturing
  • % of Portfolio: 0.5%
  • (Buy) $48.11 -36.3% $30.67 (Now)
  • Coupang Inc - Class A Coupang Inc - Class A (CPNG)
  • Sector: Electronic Shopping
  • % of Portfolio: 0.4%
  • (Buy) $35.17 -53.8% $16.25 (Now)
  • Crown Castle Inc Crown Castle Inc (CCI)
  • Sector: Other Financial Vehicles
  • % of Portfolio: 0.3%
  • (Buy) $78.02 +32.1% $103.10 (Now)
  • Kraft Heinz Co Kraft Heinz Co (KHC)
  • Sector: Fruit and Vegetable Canning
  • % of Portfolio: 0.2%
  • (Buy) $37.15 -6.6% $34.68 (Now)
  • Danaher Corp. 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. 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 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 On Holding AG Class A (ONON)
  • Sector: Footwear Manufacturing
  • % of Portfolio: 0.0%
  • (Buy) $35.13 -21.5% $27.58 (Now)
  • Apple Inc 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 Platforms Inc - Class A (META)
  • Sector: Data Processing, Hosting, and Related Services
  • % of Portfolio: 0.0%
  • (Buy) $301.30 +13.3% $341.49 (Now)
  • Amazon.com Inc. 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 Broadcom Inc (AVGO)
  • Sector: Semiconductor and Related Device Manufacturing
  • % of Portfolio: 0.0%
  • (Buy) $866.82 +12.1% $972.00 (Now)
  • Eaton Corporation plc 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 Alphabet Inc - Class A (GOOGL)
  • Sector: All Other Telecommunications
  • % of Portfolio: 0.0%
  • (Buy) $129.36 +7.1% $138.49 (Now)
  • Booking Holdings Inc Booking Holdings Inc (BKNG)
  • Sector: Tobacco Manufacturing
  • % of Portfolio: 0.0%
  • (Buy) $3,027.95 +3.4% $3,130.00 (Now)
  • PulteGroup Inc 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)
Stock % of
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Average
Buy Price
Current
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Position
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Options

Can't find any put or calls that Bill Gates has in Gates Foundation



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.


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