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
$1.16B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M
2 +$9.62M
3 +$8.33M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$7.2M
5
NOW icon
ServiceNow
NOW
+$6.12M

Top Sells

1 +$10.3M
2 +$9.13M
3 +$7.18M
4
SNX icon
TD Synnex
SNX
+$1.57M
5
TTD icon
Trade Desk
TTD
+$1.21M

Sector Composition

1 Technology 11.6%
2 Financials 8.28%
3 Communication Services 4.41%
4 Consumer Discretionary 3.81%
5 Healthcare 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WFC icon
226
Wells Fargo
WFC
$266B
$493K 0.04%
+6,934
RACE icon
227
Ferrari
RACE
$71.6B
$492K 0.04%
+1,063
SRE icon
228
Sempra
SRE
$59.9B
$483K 0.04%
+6,407
C icon
229
Citigroup
C
$173B
$481K 0.04%
+6,980
MCO icon
230
Moody's
MCO
$86B
$469K 0.04%
+1,050
VWO icon
231
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$469K 0.04%
10,379
-2,945
AVSU icon
232
Avantis Responsible US Equity ETF
AVSU
$429M
$463K 0.04%
+7,529
ESGV icon
233
Vanguard ESG US Stock ETF
ESGV
$11.6B
$463K 0.04%
+4,746
COO icon
234
Cooper Companies
COO
$14.8B
$462K 0.04%
+5,618
TOST icon
235
Toast
TOST
$22.6B
$462K 0.04%
12,755
+74
PANW icon
236
Palo Alto Networks
PANW
$146B
$461K 0.04%
+2,469
LNG icon
237
Cheniere Energy
LNG
$48.7B
$461K 0.04%
+1,937
ISRG icon
238
Intuitive Surgical
ISRG
$198B
$459K 0.04%
+892
SO icon
239
Southern Company
SO
$106B
$458K 0.04%
+5,006
TJX icon
240
TJX Companies
TJX
$158B
$455K 0.04%
+3,553
KMI icon
241
Kinder Morgan
KMI
$58.3B
$454K 0.04%
16,688
+260
TRI icon
242
Thomson Reuters
TRI
$73.7B
$452K 0.04%
+2,451
PMM
243
Putnam Managed Municipal Income
PMM
$263M
$451K 0.04%
76,102
BABA icon
244
Alibaba
BABA
$399B
$449K 0.04%
+3,776
KR icon
245
Kroger
KR
$45.5B
$448K 0.04%
+6,281
RDY icon
246
Dr. Reddy's Laboratories
RDY
$12.2B
$446K 0.04%
31,973
+880
ASPN icon
247
Aspen Aerogels
ASPN
$671M
$445K 0.04%
82,399
+47
ICE icon
248
Intercontinental Exchange
ICE
$90.1B
$444K 0.04%
+2,672
AMP icon
249
Ameriprise Financial
AMP
$45.1B
$444K 0.04%
+940
HSBC icon
250
HSBC
HSBC
$228B
$443K 0.04%
+7,703