Bill Ackman
Market Value
US$11.03b
Holdings (7)
Portfolio Summary
Bill Ackman is a USD portfolio that has returned 3.87% annually since inception.
Portfolio Snowflake
Fundamentals
A past performer with growth potential.
Returns since Inception
2.63%
Capital Gain
US$282.78m
1.26%
Dividend Income
US$135.24m
3.89%
Total Return
US$418.02m
News
The latest Simply Wall St News coverage
Simply Wall St News
9 hours ago | Simply Wall St
Should You Be Impressed By Restaurant Brands International Inc.'s (NYSE:QSR) ROE?4 days ago | Simply Wall St
Should You Think About Buying Chipotle Mexican Grill, Inc. (NYSE:CMG) Now?4 days ago | Simply Wall St
Estimating The Intrinsic Value Of Agilent Technologies, Inc. (NYSE:A)Returns
Portfolio volatility and the main contributors to returns
1.149
Portfolio Beta / Volatility
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
27.93x
Price Based on Earnings (PE)
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
13.70%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
12.06%
Historical Annual Earnings Growth
Return on Equity
Return on Assets
Return on Capital Employed
Financial Health
The average Portfolio debt to equity ratio ignoring financial institutions
106.29%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
1.38%
Equivalent to US$151,997,280 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| Restaurant Brands International | 3.3% | US$55,261,753 |
| Starbucks | 2.5% | US$23,098,491 |
| Lowe's Companies | 2.4% | US$54,596,607 |
| Agilent Technologies | 0.9% | US$11,023,135 |
| Hilton Worldwide Holdings | 0.4% | US$8,017,295 |