BA

Bridgewater Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 15.11%
This Quarter Est. Return
1 Year Est. Return
+15.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$90.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$11.5M
3
+$9.89M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.34M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.18M

Top Sells

1
+$2.22M
2
+$2.02M
3
+$1.55M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.02M
5
BABA icon
Alibaba
BABA
+$816K

Sector Composition

1 Technology 24.39%
2 Healthcare 9.85%
3 Communication Services 6.19%
4 Financials 6.19%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$227K 0.05%
+823
227
$225K 0.05%
+2,046
228
$218K 0.05%
+2,007
229
$218K 0.05%
13,767
230
$217K 0.05%
+5,350
231
$216K 0.05%
+878
232
$210K 0.05%
+898
233
$209K 0.05%
1,020
+20
234
$206K 0.05%
+1,484
235
$205K 0.05%
3,810
-385
236
$205K 0.05%
+2,530
237
$204K 0.04%
+1,551
238
$203K 0.04%
+2,333
239
$202K 0.04%
+2,708
240
$125K 0.03%
112,626
-18,693
241
$123K 0.03%
+5,355
242
$81K 0.02%
17,500
-22,000
243
$74K 0.02%
8,220
244
– –
-21,855
245
– –
-2,475
246
– –
-58,500
247
– –
-3,398
248
– –
-16,320
249
– –
-435
250
– –
-5,515
7 8 9
10
11