The Briefing
- The Bill and Melinda Gates Foundation Trust has a total portfolio value of over $25 billion
- Almost half of the money is invested in Berkshire Hathaway, a holding company run by chairman and CEO Warren Buffett
- The trust favors industrial stocks, with a 34% weighting in the sector
How Does the Bill and Melinda Gates Foundation Invest Its Money?
Bill and Melinda Gates have announced they are ending their marriage, but will continue to work together at their foundation.
The Bill and Melinda Gates Foundation, launched in 2000, is the largest private philanthropic organization in the United States. It has spent over $50 billion on global public health over the last two decades, including $1.75 billion on COVID-19 relief.
Of course, the foundation’s assets are managed by a trust until they are ready to be distributed to grantees. Here’s a look at how the Bill and Melinda Gates Foundation Trust invests its assets.
The Portfolio Breakdown
The trust has invested 100% of its holdings in stocks. It holds almost half of its value in Berkshire Hathaway, the holding company run by Warren Buffett.
| Stock | Value | % of Portfolio |
|---|---|---|
| Berkshire Hathaway | $11.8B | 45.5% |
| Waste Management | $2.6B | 10.0% |
| Caterpillar | $2.6B | 10.0% |
| Canadian National Railway | $1.9B | 7.2% |
| Walmart | $1.6B | 6.4% |
| Crown Castle | $1.0B | 3.9% |
| Ecolab | $991M | 3.8% |
| UPS | $960M | 3.7% |
| FedEx | $921M | 3.6% |
| Schrodinger | $518M | 2.0% |
| Coca-Cola FEMSA | $294M | 1.1% |
| Grupo Televisa | $213M | 0.8% |
| Liberty Global | $156M | 0.6% |
| Apple | $133M | 0.5% |
| Amazon | $102M | 0.4% |
| Alphabet (Google) | $102M | 0.4% |
| $15M | (Read more...) |