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
PDD icon
376
Pinduoduo
PDD
$185B
$223K 0.02%
+2,137
K icon
377
Kellanova
K
$28.8B
$219K 0.02%
+2,653
ASX icon
378
ASE Group
ASX
$27.1B
$218K 0.02%
25,034
-274
TTE icon
379
TotalEnergies
TTE
$135B
$218K 0.02%
+3,725
XLV icon
380
Health Care Select Sector SPDR Fund
XLV
$36B
$217K 0.02%
+1,561
CNI icon
381
Canadian National Railway
CNI
$59.3B
$216K 0.02%
+2,237
VST icon
382
Vistra
VST
$63B
$216K 0.02%
+1,667
PKX icon
383
POSCO
PKX
$15.5B
$214K 0.02%
+4,643
OTIS icon
384
Otis Worldwide
OTIS
$36.4B
$213K 0.02%
+2,241
TT icon
385
Trane Technologies
TT
$90.9B
$212K 0.02%
+600
TGT icon
386
Target
TGT
$42.9B
$212K 0.02%
+2,186
IEFA icon
387
iShares Core MSCI EAFE ETF
IEFA
$157B
$211K 0.02%
+2,680
UFPI icon
388
UFP Industries
UFPI
$5.46B
$211K 0.02%
+2,106
WELL icon
389
Welltower
WELL
$117B
$211K 0.02%
+1,390
SAN icon
390
Banco Santander
SAN
$145B
$211K 0.02%
+28,450
LUV icon
391
Southwest Airlines
LUV
$17.7B
$210K 0.02%
+7,697
MOH icon
392
Molina Healthcare
MOH
$10.6B
$209K 0.02%
+653
JD icon
393
JD.com
JD
$46B
$209K 0.02%
+6,343
DVN icon
394
Devon Energy
DVN
$20.6B
$207K 0.02%
+6,603
MGK icon
395
Vanguard Mega Cap Growth ETF
MGK
$31B
$205K 0.02%
+650
WEX icon
396
WEX
WEX
$5.34B
$204K 0.02%
+1,546
MDB icon
397
MongoDB
MDB
$26.5B
$202K 0.02%
+1,158
RIO icon
398
Rio Tinto
RIO
$113B
$201K 0.02%
+3,301
MFG icon
399
Mizuho Financial
MFG
$80.4B
$201K 0.02%
39,315
-3,366
SNX icon
400
TD Synnex
SNX
$12.5B
-11,522