Bill Gates Portfolio 2023
Bill Gates
Bill & Melinda Gates Foundation Trust Holdings Strategy: Long Term InvestorBooks that Inspired 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 is a stellar example of diversification and strategic picks, featuring selections that resonate with both new and seasoned investors seeking guidance from one of the world's most successful entrepreneurs. At the pinnacle of his investments, Microsoft Corporation holds a dominant 34.6%, showcasing Gates's unwavering confidence in the tech giant he co-founded. Following closely, Berkshire Hathaway Inc., with its Ordinary Shares - Class B, represents 17.7% of his portfolio, reflecting Gates's trust in Warren Buffett's expertise.Waste Management, Inc., an essential services provider, secures a significant spot at 15.8%, indicating Gates's commitment to sustainable investments. Canadian National Railway Co., making up 15.6% of the portfolio, highlights the importance of efficient transportation infrastructures as pivotal assets in today’s economy. Lastly, Caterpillar Inc., occupying 5.4%, demonstrates Gates's belief in heavy equipment and construction sectors as fundamental components of global development.This overview not only exemplifies Bill Gates’s investment strategy but also serves as a roadmap for individuals aiming to emulate the market approach of a globally recognized investor. His preference for stable companies with long-term growth potential across various sectors—including technology, finance, environmental solutions, transportation, and construction—underscores a balanced approach to stock selection, offering valuable insights into building a resilient and dynamic investment portfolio.
Track Gates, It's Free!Performance
1 Year
+32.49%
3 Years
+44.81%
5 Years
+88.33%
10 years
+183.34%
Sectors
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Largest Holdings
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Trades
Microsoft Corporation (MSFT)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 34.3%
- (Buy) $266.00 ― +53.8% →$409.14 (Now)
Berkshire Hathaway Inc. - Ordinary Shares - Class B (BRK.B)- Sector: Offices of Other Holding Companies
- % of Portfolio: 17.6%
- (Buy) $126.51 ― +218.1% →$402.39 (Now)
Waste Management, Inc. (WM)- Sector: Facilities Support Services
- % of Portfolio: 16.0%
- (Buy) $86.25 ― +140.3% →$207.26 (Now)
Canadian National Railway Co. (CNI)- Sector: Line-Haul Railroads
- % of Portfolio: 15.5%
- (Buy) $96.93 ― +33.1% →$129.05 (Now)
Caterpillar Inc. (CAT)- Sector: Heavy Duty Truck Manufacturing
- % of Portfolio: 5.5%
- (Buy) $59.71 ― +469.8% →$340.22 (Now)
Deere & Co. (DE)- Sector: Farm Machinery and Equipment Manufacturing
- % of Portfolio: 2.9%
- (Buy) $347.09 ― +8.1% →$375.32 (Now)
Ecolab, Inc. (ECL)- Sector: Polish and Other Sanitation Good Manufacturing
- % of Portfolio: 2.6%
- (Buy) $65.51 ― +242.8% →$224.57 (Now)
Coca-Cola Femsa S.A.B. DE C.V. - ADR (KOF)- Sector: Soft Drink Manufacturing
- % of Portfolio: 1.3%
- (Buy) $55.63 ― +74.0% →$96.79 (Now)
Fedex Corp (FDX)- Sector: Couriers and Express Delivery Services
- % of Portfolio: 0.8%
- (Buy) $118.46 ― +111.3% →$250.24 (Now)
Waste Connections Inc (WCN)- Sector: Facilities Support Services
- % of Portfolio: 0.8%
- (Buy) $136.35 ― +23.3% →$168.10 (Now)
Schrodinger Inc (SDGR)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 0.4%
- (Buy) $48.11 ― -44.3% →$26.80 (Now)
Walmart Inc (WMT)- Sector: All Other General Merchandise Stores
- % of Portfolio: 0.4%
- (Buy) $53.94 ― +11.9% →$60.36 (Now)
Coupang Inc - Ordinary Shares - Class A (CPNG)- Sector: Electronic Shopping
- % of Portfolio: 0.4%
- (Buy) $35.17 ― -47.8% →$18.37 (Now)
Crown Castle Inc (CCI)- Sector: Other Financial Vehicles
- % of Portfolio: 0.3%
- (Buy) $78.02 ― +43.0% →$111.61 (Now)
United Parcel Service, Inc. - Ordinary Shares - Class B (UPS)- Sector: Couriers and Express Delivery Services
- % of Portfolio: 0.3%
- (Buy) $105.76 ― +45.1% →$153.41 (Now)
Anheuser-Busch InBev SA/NV - ADR (BUD)- Sector: Breweries
- % of Portfolio: 0.2%
- (Buy) $60.49 ― +1.9% →$61.62 (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 ― -2.8% →$254.12 (Now)
Kraft Heinz Co (KHC)- Sector: Fruit and Vegetable Canning
- % of Portfolio: 0.2%
- (Buy) $37.15 ― -7.1% →$34.50 (Now)
Hormel Foods Corp. (HRL)- Sector: Animal (except Poultry) Slaughtering
- % of Portfolio: 0.2%
- (Buy) $46.56 ― -27.0% →$33.97 (Now)
Carvana Co. - Ordinary Shares - Class A (CVNA)- Sector: Used Car Dealers
- % of Portfolio: 0.1%
- (Buy) $52.61 ― +51.1% →$79.47 (Now)
On Holding AG - Ordinary Shares Class A (ONON)- Sector: Footwear Manufacturing
- % of Portfolio: 0.0%
- (Buy) $35.13 ― -8.9% →$32.02 (Now)
Vroom Inc. (VRM)- Sector: New Car Dealers
- % of Portfolio: 0.0%
- (Buy) $1.57 ― +712.1% →$12.74 (Now)
America Movil S.A.B.DE C.V. - ADR - Series B (AMX)- Sector: Wireless Telecommunications Carriers (except Satellite)
- % of Portfolio: Sold
- (Buy) $22.23 ― -14.9% →$18.92 (Now)
Dicks Sporting Goods, Inc. (DKS)- Sector: Sporting Goods Stores
- % of Portfolio: Sold
- (Buy) $22.78 ― +699.6% →$182.17 (Now)
Martin Marietta Materials, Inc. (MLM)- Sector: Crushed and Broken Limestone Mining and Quarrying
- % of Portfolio: Sold
- (Buy) $109.31 ― +459.8% →$611.91 (Now)
Abbott Laboratories (ABT)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: Sold
- (Buy) $12.38 ― +876.5% →$120.92 (Now)
Incyte Corp. (INCY)- Sector: Research and Development in the Physical, Engineering, and Life Sciences (except Biotechnology)
- % of Portfolio: Sold
- (Buy) $2.94 ― +1905.7% →$59.03 (Now)
Baxter International Inc. (BAX)- Sector: Surgical and Medical Instrument Manufacturing
- % of Portfolio: Sold
- (Buy) $32.50 ― +33.8% →$43.49 (Now)
Teva- Pharmaceutical Industries Ltd. - ADR (TEVA)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: Sold
- (Buy) $44.89 ― -69.5% →$13.71 (Now)
Lilly(Eli) & Co (LLY)- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: Sold
- (Buy) $51.55 ― +1413.3% →$780.16 (Now)
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Options
Can't find any put or calls that Bill Gates has in Gates Foundation
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Metrics
Performance
1 Year
+32.49%
3 Years
+44.81%
5 Years
+88.33%
10 years
+183.34%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $1.26 Trillion
- Dividend Yield 1.02 %
- Beta 0.8434
- P/E Ratio 27.91
- Negative P/E Ratio -0.01
- Profit Margin 25.78%
- PEG 78.76
- Price to Sales Ratio 7.37
- Price to Book Ratio 8.69
- Enterprise Value to EBIT: 24.09
- Enterprise Value to Revenue 7.76
- Total Debt to Enterprise Value 0.11
- Debt to Equity 0.9501
- Quarterly Earnings Growth (YoY) -
- Return on Equity 29.97%
- Return on Assets 11.69%
- Return on Invested Capital 19.53%
Track Gates
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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 is a stellar example of diversification and strategic picks, featuring selections that resonate with both new and seasoned investors seeking guidance from one of the world's most successful entrepreneurs. At the pinnacle of his investments, Microsoft Corporation holds a dominant 34.6%, showcasing Gates's unwavering confidence in the tech giant he co-founded. Following closely, Berkshire Hathaway Inc., with its Ordinary Shares - Class B, represents 17.7% of his portfolio, reflecting Gates's trust in Warren Buffett's expertise.Waste Management, Inc., an essential services provider, secures a significant spot at 15.8%, indicating Gates's commitment to sustainable investments. Canadian National Railway Co., making up 15.6% of the portfolio, highlights the importance of efficient transportation infrastructures as pivotal assets in today’s economy. Lastly, Caterpillar Inc., occupying 5.4%, demonstrates Gates's belief in heavy equipment and construction sectors as fundamental components of global development.This overview not only exemplifies Bill Gates’s investment strategy but also serves as a roadmap for individuals aiming to emulate the market approach of a globally recognized investor. His preference for stable companies with long-term growth potential across various sectors—including technology, finance, environmental solutions, transportation, and construction—underscores a balanced approach to stock selection, offering valuable insights into building a resilient and dynamic investment portfolio.
Books that Inspired Gates:
Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks
See the list of stocks that have raised their payouts for 50 straight years
See the list
Track Gates
Don't miss a trade. Get notified when Bill Gates makes his next trade, It's Free!