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Bill Gates Portfolio 2023

Performance

1 Year

-7.47%

3 Years

+4.50%

5 Years

+46.14%

10 years

+118.24%

Sectors

Largest Holdings

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Trades

Microsoft Corporation ^(MSFT)
Sector: Data Processing, Hosting, and Related Services
% of Portfolio: 33.3%
^(Buy) $266.00 ― +48.6% →$395.15 ^(Now)

Last trade: Q1 2024 ^{Sold 4.5% shares}

Waste Management, Inc. ^(WM)
Sector: Facilities Support Services
% of Portfolio: 16.4%
^(Buy) $86.25 ― +133.7% →$201.54 ^(Now)

Last trade: Q3 2022 ^{Increased shares by 89.1%}

Berkshire Hathaway Inc. - Ordinary Shares - Class B ^(BRK.B)
Sector: Offices of Other Holding Companies
% of Portfolio: 16.2%
^(Buy) $126.51 ― +220.7% →$405.77 ^(Now)

Last trade: Q1 2024 ^{Sold 13.1% shares}

Canadian National Railway Co. ^(CNI)
Sector: Line-Haul Railroads
% of Portfolio: 14.1%
^(Buy) $96.93 ― +14.6% →$111.10 ^(Now)

Last trade: Q3 2022 ^{Increased shares by 433.4%}

Caterpillar Inc. ^(CAT)
Sector: Heavy Duty Truck Manufacturing
% of Portfolio: 5.4%
^(Buy) $59.71 ― +430.6% →$316.80 ^(Now)

Last trade: Q1 2022 ^{Sold 24.1% shares}

Deere & Co. ^(DE)
Sector: Farm Machinery and Equipment Manufacturing
% of Portfolio: 2.8%
^(Buy) $347.09 ― -0.6% →$344.84 ^(Now)

Last trade: Q4 2023 ^{Sold 9.2% shares}

Ecolab, Inc. ^(ECL)
Sector: Polish and Other Sanitation Good Manufacturing
% of Portfolio: 2.8%
^(Buy) $65.51 ― +253.0% →$231.25 ^(Now)

Last trade: Q4 2022 ^{Increased shares by 7.2%}

Walmart Inc ^(WMT)
Sector: All Other General Merchandise Stores
% of Portfolio: 1.4%
^(Buy) $53.94 ― +25.3% →$67.59 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 0.3%}

Coca-Cola Femsa S.A.B. DE C.V. - ADR ^(KOF)
Sector: Soft Drink Manufacturing
% of Portfolio: 1.2%
^(Buy) $55.63 ― +53.3% →$85.26 ^(Now)

Last trade: Q1 2011 ^{Increased shares by 10.6%}

Fedex Corp ^(FDX)
Sector: Couriers and Express Delivery Services
% of Portfolio: 1.0%
^(Buy) $118.46 ― +139.0% →$283.09 ^(Now)

Last trade: Q3 2022 ^{Increased shares by 187.1%}

Waste Connections Inc ^(WCN)
Sector: Facilities Support Services
% of Portfolio: 0.9%
^(Buy) $136.35 ― +29.4% →$176.41 ^(Now)

Last trade: Q3 2022 ^{New holding}

Coupang Inc - Ordinary Shares - Class A ^(CPNG)
Sector: Electronic Shopping
% of Portfolio: 0.4%
^(Buy) $35.17 ― -42.1% →$20.35 ^(Now)

Last trade: Q3 2022 ^{Increased shares by 61.8%}

Crown Castle Inc ^(CCI)
Sector: Other Financial Vehicles
% of Portfolio: 0.4%
^(Buy) $78.02 ― +42.0% →$110.77 ^(Now)

Last trade: Q1 2022 ^{Sold 68.9% shares}

Schrodinger Inc ^(SDGR)
Sector: Pharmaceutical Preparation Manufacturing
% of Portfolio: 0.3%
^(Buy) $48.11 ― -60.5% →$19.02 ^(Now)

Last trade: Q4 2020 ^{Sold 22.3% shares}

Anheuser-Busch InBev SA/NV - ADR ^(BUD)
Sector: Breweries
% of Portfolio: 0.2%
^(Buy) $60.49 ― +0.6% →$60.84 ^(Now)

Last trade: Q2 2023 ^{New holding}

Danaher Corp. ^(DHR)
Sector: Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables
% of Portfolio: 0.2%
^(Buy) $261.48 ― +3.0% →$269.32 ^(Now)

Last trade: Q4 2022 ^{New holding}

United Parcel Service, Inc. - Ordinary Shares - Class B ^(UPS)
Sector: Couriers and Express Delivery Services
% of Portfolio: 0.2%
^(Buy) $105.76 ― +19.2% →$126.02 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 1.9%}

Kraft Heinz Co ^(KHC)
Sector: Fruit and Vegetable Canning
% of Portfolio: 0.2%
^(Buy) $37.15 ― -5.3% →$35.20 ^(Now)

Last trade: Q3 2022 ^{New holding}

Hormel Foods Corp. ^(HRL)
Sector: Animal (except Poultry) Slaughtering
% of Portfolio: 0.2%
^(Buy) $46.56 ― -31.1% →$32.10 ^(Now)

Last trade: Q4 2022 ^{New holding}

Carvana Co. - Ordinary Shares - Class A ^(CVNA)
Sector: Used Car Dealers
% of Portfolio: 0.2%
^(Buy) $52.61 ― +157.3% →$135.34 ^(Now)

Last trade: Q2 2022 ^{New holding}

On Holding AG - Ordinary Shares Class A ^(ONON)
Sector: Footwear Manufacturing
% of Portfolio: 0.0%
^(Buy) $35.13 ― +6.0% →$37.24 ^(Now)

Last trade: Q3 2021 ^{New holding}

JPMorgan Chase & Co. ^(JPM)
Sector: Commercial Banking
% of Portfolio: Sold
^(Buy) $149.90 ― +30.0% →$194.90 ^(Now)

Last trade: Q4 2023 ^{Sold -29.6 Thousand shares}

Goldman Sachs Group, Inc. ^(GS)
Sector: Investment Banking and Securities Dealing
% of Portfolio: Sold
^(Buy) $334.12 ― +37.4% →$459.02 ^(Now)

Last trade: Q4 2023 ^{Sold -7.06 Thousand shares}

SSgA Active Trust - Health Care Select Sector SPDR ^(XLV)
Sector:
% of Portfolio: Sold
^(Buy) $25.19 ― +482.9% →$146.83 ^(Now)

Last trade: Q2 2009 ^{Sold -14.7 Million shares}

Home Depot, Inc. ^(HD)
Sector: Home Centers
% of Portfolio: Sold
^(Buy) $321.60 ― +8.8% →$350.01 ^(Now)

Last trade: Q4 2023 ^{Sold -5.69 Thousand shares}

Amazon.com Inc. ^(AMZN)
Sector: Electronic Shopping and Mail-Order Houses
% of Portfolio: Sold
^(Buy) $134.00 ― +20.2% →$161.02 ^(Now)

Last trade: Q4 2023 ^{Sold -44 Thousand shares}

Ameriprise Financial Inc ^(AMP)
Sector: Securities and Commodity Exchanges
% of Portfolio: Sold
^(Buy) $341.28 ― +14.7% →$391.53 ^(Now)

Last trade: Q4 2023 ^{Sold -12.4 Thousand shares}

Morgan Stanley ^(MS)
Sector: Investment Banking and Securities Dealing
% of Portfolio: Sold
^(Buy) $86.65 ― +6.3% →$92.07 ^(Now)

Last trade: Q4 2023 ^{Sold -27.9 Thousand shares}

Applied Materials Inc. ^(AMAT)
Sector: Semiconductor and Related Device Manufacturing
% of Portfolio: Sold
^(Buy) $143.40 ― +26.8% →$181.89 ^(Now)

Last trade: Q4 2023 ^{Sold -22.8 Thousand shares}

Apple Inc ^(AAPL)
Sector: Electronic Computer Manufacturing
% of Portfolio: Sold
^(Buy) $183.38 ― +14.1% →$209.27 ^(Now)

Last trade: Q4 2023 ^{Sold -52.8 Thousand shares}

	Stock	% of portfolio	Average Buy Price		Current Price	Position
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Options

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Metrics

Performance

1 Year

-7.47%

3 Years

+4.50%

5 Years

+46.14%

10 years

+118.24%

Averaged Ratio's of Portfolio Stocks

Market Cap: $1.45 Trillion
Dividend Yield 1.01 %
Beta 0.827
P/E Ratio 28.8
Negative P/E Ratio -1.92
Profit Margin 25.19%
PEG 151.9
Price to Sales Ratio 7.92
Price to Book Ratio 9.4

Enterprise Value to EBIT: 25.43
Enterprise Value to Revenue 8.18
Total Debt to Enterprise Value 0.11
Debt to Equity 0.9403
Quarterly Earnings Growth (YoY) -
Return on Equity 30.85%
Return on Assets 11.92%
Return on Invested Capital 20.33%

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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. Bill Gates's investment portfolio showcases a strategic focus on stable, high-performing stocks, demonstrating his confidence in these selected companies' enduring value.1. Microsoft Corporation - Co-founder Bill Gates retains significant holdings in the tech giant, reflecting his belief in its continued innovation and market dominance within the software and cloud computing sectors.2. Berkshire Hathaway Inc. - Ordinary Shares - Class B - Gates's stake in Warren Buffett's diversified conglomerate underlines a preference for well-managed, financially sound investments with long-term growth potential across various industries.3. Waste Management, Inc. - Investing in this environmental solutions provider highlights Gates's inclination towards sustainable waste management services, recognizing the steady demand and integral role in urban maintenance and development.4. Canadian National Railway Co. - The rail freight leader represents Gates's investment in essential transportation infrastructure, appreciating its critical part in supporting trade and economic activities throughout North America.5. Caterpillar Inc. - By including this heavy machinery manufacturer in his portfolio, Gates aligns with robust construction and mining sectors, betting on their pivotal contribution to global industry and infrastructural expansion.Potential investors examining Gates's top stock picks are offered insights into an investment philosophy that favors corporations with solid fundamentals, consistent performance, and sustainable business models capable of weathering market fluctuations.

Books that Inspired Gates:

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Performance

Sectors

Largest Holdings

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Trades

Options

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Metrics

Performance

Averaged Ratio's of Portfolio Stocks

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About Bill Gates

Books that Inspired Gates:

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