Gates Foundation Trust

Gates Foundation Trust Portfolio holdings

AUM $36.6B
1-Year Est. Return 9.99%
This Quarter Est. Return
1 Year Est. Return
+9.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.3B
AUM Growth
+$3.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M

Top Sells

1
+$932M
2
+$404M
3
+$144M
4
DHR icon
Danaher
DHR
+$11M
5
AAPL icon
Apple
AAPL
+$9.04M

Sector Composition

1 Industrials 41.7%
2 Technology 33.98%
3 Financials 16.8%
4 Consumer Staples 3.18%
5 Materials 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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29
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