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
$1.31B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$9.22M
2
+$6.77M
3
+$6.52M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$5.58M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.31M

Top Sells

1
+$7.2M
2
+$6.98M
3
+$5.2M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.84M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$1.6M

Sector Composition

1 Technology 12.59%
2 Financials 8.04%
3 Communication Services 4.68%
4 Consumer Discretionary 4.09%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$433K 0.03%
6,744
+2,786
277
$433K 0.03%
2,303
+41
278
$431K 0.03%
1,368
+27
279
$427K 0.03%
6,051
+98
280
$425K 0.03%
4,385
-1,225
281
$424K 0.03%
13,146
+84
282
$423K 0.03%
594
+30
283
$417K 0.03%
2,098
+161
284
$414K 0.03%
3,696
+172
285
$414K 0.03%
20,264
+173
286
$414K 0.03%
5,639
+21
287
$409K 0.03%
4,321
288
$407K 0.03%
554
+32
289
$406K 0.03%
1,109
+9
290
$401K 0.03%
2,070
+22
291
$398K 0.03%
1,481
-8
292
$396K 0.03%
1,571
-90
293
$394K 0.03%
9,038
+567
294
$394K 0.03%
1,166
+82
295
$390K 0.03%
2,854
+1
296
$388K 0.03%
1,699
-28
297
$387K 0.03%
+5,799
298
$387K 0.03%
4,448
299
$383K 0.03%
5,337
-20
300
$379K 0.03%
+40,370
10 11
12
13 14