Bill Gates

Bill Gates

Last Update: 02-14-2018

Number of Stocks: 19
Number of New Stocks: 0

Total Value: $26,469 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: 2017-12-31
Number of Stocks: 19
Total value: 26,469 Mil
Number of New Buys: 0
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 47.6% 47.6% -3.6% 56.7226890756%
Industrials 23% 23%
Technology 15.5% 15.5% -2.3% 36.2394957983%
Consumer Defensive 6.9% 6.9%
Real Estate 2.2% 2.2%
Basic Materials 2.2% 2.2%
Consumer Cyclical 1.7% 1.7%
ETF, options, preferred 0.9% 0.9%
Communication Services 0.8% 0.8%

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Ticker Company Industry Market Cap ($ Mil) Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
CAT Caterpillar IncFarm & Construction Machinery87,82111,260,8571,774,4866.7%001.88+1.25%-0.63%
WM Waste Management IncWaste Management36,53718,633,6721,608,0866.08%004.30+0.69%+0.10%
CNI Canadian National Railway CoTransportation & Logistics52,88117,126,8741,412,9675.34%002.31-9.37%-10.33%
WMT Walmart IncRetail - Defensive258,14211,603,0001,145,7964.33%000.39-9.55%-10.18%
FDX FedEx CorpTransportation & Logistics63,3053,024,999754,8582.85%001.13-0.26%-0.01%
CCI Crown Castle International CorpREITs45,1795,332,900592,0052.24%001.29+0.43%-2.13%
ECL Ecolab IncChemicals38,6824,366,426585,8872.21%001.51+2.49%+1.97%
UPS United Parcel Service IncTransportation & Logistics89,9924,525,329539,1932.04%000.53-8.45%-8.89%
KOF Coca-Cola Femsa SAB de CVBeverages - Non-Alcoholic14,0486,214,719432,6691.63%002.96-2.86%-3.53%
TV Grupo Televisa SABEntertainment8,94216,879,104315,1331.19%002.88-23.74%-21.91%
WBA Walgreens Boots Alliance IncRetail - Defensive65,2163,475,398252,3830.95%000.35-8.98%-8.19%
LBTYK Liberty Global PLCCommunication Services25,4193,639,349123,1560.47%000.45-4.78%-7.62%
AN AutoNation IncAutos4,3241,898,71797,4610.37%002.07-6.75%-6.37%
LBTYA Liberty Global PLCCommunication Services25,3522,119,51575,9630.29%000.26-5.39%-9.93%
ARCO Arcos Dorados Holdings IncRestaurants2,0163,060,50031,6760.12%001.45-4.93%-6.76%
LILAK Liberty Latin America LtdCommunication Services3,493636,04412,6510.05%000.37-2.46%+3.90%
LILA Liberty Latin America LtdCommunication Services3,484370,4247,4640.03%000.22-2.28%+6.15%
MSFT Microsoft CorpApplication Software691,36448,000,0004,105,92015.51%-14.29%-2.31%0.62+8.65%+8.60%
BRK.B Berkshire Hathaway IncInsurance488,27763,569,97212,600,84047.61%-7.29%-3.56%2.58+2.99%+3.33%
Premium Portfolio changes after 2017-12-31 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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