BA

Bridgewater Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$483M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$83.8M
2
+$37.2M
3
+$11.6M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$7.02M
5
DINO icon
HF Sinclair
DINO
+$1.54M

Top Sells

1
+$11.1M
2
+$3.33M
3
+$1.77M
4
VRTS icon
Virtus Investment Partners
VRTS
+$1.23M
5
FBC
Flagstar Bancorp, Inc. New
FBC
+$1.22M

Sector Composition

1 Materials 17.78%
2 Technology 17.04%
3 Healthcare 7.42%
4 Financials 4.9%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-1,225
252
– –
-3,789
253
– –
-8,220
254
– –
-1,021
255
– –
-497,127
7 8 9 10
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