Bill Ackman
Market Value
US$14.32b
Holdings (7)
Portfolio Summary
Bill Ackman is a USD portfolio that has returned 18.77% annually since inception.
Portfolio Snowflake
Fundamentals
A past performer with growth potential.
Returns since Inception
17.58%
Capital Gain
US$2.14b
1.25%
Dividend Income
US$152.21m
18.83%
Total Return
US$2.29b
News
The latest Simply Wall St News coverage
Simply Wall St News
1 day ago | Simply Wall St
Subdued Growth No Barrier To Agilent Technologies, Inc.'s (NYSE:A) Price3 days ago | Simply Wall St
Don't Ignore The Insider Selling In Chipotle Mexican Grill5 days ago | Simply Wall St
Restaurant Brands International's (NYSE:QSR) Dividend Will Be $0.58Returns
Portfolio volatility and the main contributors to returns
1.18
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
38.23x
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
16.50%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
13.11%
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
86.32%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
1.09%
Equivalent to US$155,550,780 per year
List of Dividend Payers
Company | Annual Yield | Annual Contribution |
---|---|---|
Restaurant Brands International | 3.2% | US$58,275,667 |
Starbucks | 3.1% | US$23,098,394 |
Lowe's Companies | 1.9% | US$54,596,124 |
Agilent Technologies | 0.7% | US$11,563,219 |
Hilton Worldwide Holdings | 0.3% | US$8,017,374 |