Bill Gates’ Current Portfolio: Top 5 Dividend Stocks

Page 5 of 5

1. Microsoft Corporation (NASDAQ:MSFT)

Bill Gates’ Stake Value: $9,416,453,159
Dividend Yield as of February 22: 1.08%

Microsoft Corporation (NASDAQ:MSFT) tops our list of dividend stocks in Bill Gates’ portfolio. The company is the largest holding of Bill Gates and represented 26.3% of his portfolio. His hedge fund owned MSFT stake worth over $9.4 billion.

Microsoft Corporation (NASDAQ:MSFT) currently offers a quarterly dividend of $0.68 per share and has a dividend yield of 1.08%, as of February 22. The company has been raising its payouts consistently for the past 16 years.

At the end of Q4 2022, 259 hedge funds in Insider Monkey’s database owned stakes in Microsoft Corporation (NASDAQ:MSFT), down from 269 in the previous quarter. These stakes have a total value of over $58.6 billion. Ken Griffin and Terry Smith were some of the company’s leading stakeholders in Q4.

Polen Capital mentioned Microsoft Corporation (NASDAQ:MSFT) in its Q4 2022 investor letter. Here is what the firm has to say:

“In the case of Microsoft Corporation (NASDAQ:MSFT), the company is performing very well. Azure now represents nearly 25% of the total business and continues to compound at a higher rate. Although growth is moderating a bit recently (as it is for AWS and Google Cloud Platform as well), these three platforms collectively generated more than $140 billion in revenue during the last 12 months and are still growing at a healthy rate. Further, Microsoft Cloud, or commercial cloud (which includes Azure and other cloud services, Office 365 Commercial, the commercial portion of LinkedIn, Dynamics 365, and other cloud properties) continues to grow roughly 30% and is now about half the business. Mathematically, commercial cloud could decelerate to 20% growth with all other segments decelerating to zero growth and total company revenue growth would still be at least double digits. We believe Microsoft is positioned to compound underlying earnings per share at a midteens rate over the next five years. At 22x earnings, we felt the valuation was attractive and that it should be a large position.”

Follow Microsoft Corp (NASDAQ:MSFT)

You can also take a look at 11 High Growth Energy Stocks to Buy and 10 High Growth Low Debt Stocks to Buy

Follow Insider Monkey on Twitter

Page 5 of 5