Category: melinda gates

How Does the Bill and Melinda Gates Foundation Invest Its Money?


This post is by Jenna Ross from Visual Capitalist


How Does the Bill and Melinda Gates Foundation Invest Its Money?

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.

StockValue% of Portfolio
Berkshire Hathaway$11.8B45.5%
Waste Management$2.6B10.0%
Caterpillar$2.6B10.0%
Canadian National Railway$1.9B7.2%
Walmart$1.6B6.4%
Crown Castle$1.0B3.9%
Ecolab$991M3.8%
UPS$960M3.7%
FedEx$921M3.6%
Schrodinger$518M2.0%
Coca-Cola FEMSA$294M1.1%
Grupo Televisa$213M0.8%
Liberty Global$156M0.6%
Apple$133M0.5%
Amazon$102M0.4%
Alphabet (Google)$102M0.4%
Twitter$15M (Read more...)

Forget the piggy bank, Till Financial’s kids’ spend management app gets Gates’ backing



Today’s children and teens want more power and control over their spending.

And while there are a number of financial services and apps out there aimed at helping this demographic save and invest money (Greenlight being among the most popular and well-known), one startup is coming at the space from another angle: helping younger people also better manage their spend.

Till Financial describes itself as a collaborative family financial tool that aims to empower kids to become smarter spenders. The New York-based company’s banking platform is designed to encourage “open and honest” discussions between parents and their kids. And it has just raised $5 million to help it advance on that goal.

A slew of investors put money in the round, including Elysian Park Ventures, Melinda Gates’ venture fund Pivotal Ventures with Magnify Ventures, Afore Capital, Luge Capital, Alpine Meridian Ventures, The Gramercy Fund, SM Ventures (the family office of the founders/CEOs of Stadium Goods) and Lightspeed Venture Partners’ Scout Fund. Also participating were angel investors such as the founders of fintech Petal, the founders of alcohol marketplace Drizly, the president of Transactis, and the president of 1800Flowers.

Part of Till’s goal is to help kids “learn by doing” and gain confidence in spending decisions. It arms them with a bank account, digital and physical debit card and goal-based savings. For example, say a teen wants to buy an iPad, they can set up an account that they can save toward that iPad and give family members (such as grandparents, (Read more...)