Bill Gates

Bill Gates

Last Update: 02-14-2017

Number of Stocks: 18
Number of New Stocks: 0

Total Value: $19,020 Mil
Q/Q Turnover: 0%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Bill Gates's Portfolio

This page shows the Portfolio Holdings of Bill Gates at Bill & Melinda Gates Foundation Trust. It tells us what Bill Gates holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.

Portfolio Statistics

Portfolio Date: 2016-12-31
Number of Stocks: 18
Total value: 19,020 Mil
Number of New Buys: 0
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 59.4% 59.4% -3.9% 49.2424242424%
Industrials 24.2% 24.2%
Consumer Defensive 7.8% 7.8%
Communication Services 3.5% 3.5%
Basic Materials 2.7% 2.7%
ETF, options, preferred 2.4% 2.4%
Consumer Cyclical 2.4% 2.4%

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Ticker Company Industry Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
ARCO Arcos Dorados Holdings IncRestaurants3,060,50016,5270.09%001.45+41.38%+51.85%
KOF Coca-Cola Femsa SAB de CVBeverages - Non-Alcoholic6,214,719394,8832.08%003.00+18.68%+15.84%
WMT Wal-Mart Stores IncRetail - Defensive11,603,000801,9994.22%000.38+13.41%+9.51%
CCI Crown Castle International CorpCommunication Services5,332,900462,7362.43%001.48+8.79%+10.12%
TV Grupo Televisa SABEntertainment16,879,104352,6041.85%002.89+8.48%+16.32%
ECL Ecolab IncChemicals4,366,426511,8322.69%001.51+7.77%+10.44%
CAT Caterpillar IncFarm & Construction Machinery11,260,8571,044,3325.49%001.91+7.70%+11.93%
WBA Walgreens Boots Alliance IncRetail - Defensive3,475,398287,6241.51%000.32+6.07%+5.02%
WM Waste Management IncWaste Management18,633,6721,321,3146.95%004.22+5.33%+3.24%
CNI Canadian National Railway CoTransportation & Logistics17,126,8741,154,3516.07%002.27+4.43%+7.71%
BRK.B Berkshire Hathaway IncInsurance69,349,97111,302,65859.43%-6.72%-3.91%2.81+0.65%+1.37%
FDX FedEx CorpTransportation & Logistics3,024,999563,2552.96%001.13+0.52%+2.09%
UPS United Parcel Service IncTransportation & Logistics4,525,329518,7842.73%000.52-0.77%-5.54%
LBTYK Liberty Global PLCCommunication Services3,639,349108,0890.57%000.41-1.48%+16.53%
LILAK LiLAC GroupCommunication Services636,04413,4650.07%000.37-2.15%+3.16%
LBTYA Liberty Global PLCCommunication Services2,119,51564,8360.34%000.24-2.91%+15.79%
LILA LiLAC GroupCommunication Services370,4248,1350.04%000.21-6.73%-2.23%
AN AutoNation IncAutos1,898,71792,3730.49%001.88-20.93%-13.67%
Premium Portfolio changes after 2016-12-31 are included for Premium Members only!
*Holdings do not include bonds, notes, debts, shorts etc. Foreign holdings may not be included.

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