Bill & Melinda Gates Foundation
Holdings (22)
Portfolio Summary
Bill & Melinda Gates Foundation is a USD portfolio that has returned 12.30% annually since inception.
Portfolio Snowflake
Fundamentals
A value Portfolio with an acceptable track record.
Returns since Inception
News
The latest Simply Wall St News coverage
Simply Wall St News
5 hours ago | Simply Wall St
Stronger 2025 EBITDA And Margins Amid FX Volatility Might Change The Case For Investing In Arcos Dorados (ARCO)10 hours ago | Simply Wall St
A Look At Liberty Latin America (LILA) Valuation As Undervaluation Narrative Gains Attention10 hours ago | Simply Wall St
Results: Caterpillar Inc. Exceeded Expectations And The Consensus Has Updated Its EstimatesReturns
Portfolio volatility and the main contributors to returns
Portfolio Volatility vs Market
Historical Portfolio Value
Contributors to Returns
Diversification
The Portfolio diversification across companies and industries
Diversification By Company
Diversification Across Industries
Valuation
The value of the Portfolio based on future cash flows (where available) and price relative to the market
Intrinsic Value based on Free Cash Flows
Price Based on Earnings
Price Based on Expected Growth
Price Based on Value of Assets
Future Growth
The expected growth in revenue and earnings over the next 1 to 3 years
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
Return on Equity
Return on Assets
Return on Capital Employed
Financial Health
The average Portfolio debt to equity ratio ignoring financial institutions
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| United Parcel Service | 6.8% | US$29,685,991 |
| Crown Castle | 4.7% | US$22,664,841 |
| Coca-Cola FEMSA. de | 4.4% | US$27,462,838 |
| Arcos Dorados Holdings | 3.2% | US$868,364 |
| Grupo Televisa | 2.9% | US$1,363,051 |
| Canadian National Railway | 2.5% | US$46,041,015 |
| Waste Management | 1.7% | US$70,435,867 |
| FedEx | 1.6% | US$17,544,807 |
| Ecolab | 1.1% | US$12,750,469 |
| Alibaba Group Holding | 0.8% | US$578,770 |
| Walmart | 0.8% | US$11,486,815 |
| Caterpillar | 0.7% | US$68,019,584 |
| Apple | 0.4% | US$2,084,213 |
| Alphabet | 0.2% | US$37,932 |
| Alphabet | 0.2% | US$37,465 |