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
376
$250K 0.02%
1,010
377
$250K 0.02%
4,406
-237
378
$249K 0.02%
+435
379
$249K 0.02%
466
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380
$248K 0.02%
+7,866
381
$246K 0.02%
650
382
$245K 0.02%
2,911
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383
$243K 0.02%
+1,283
384
$242K 0.02%
1,461
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385
$241K 0.02%
1,037
-130
386
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+1,289
387
$241K 0.02%
3,924
+199
388
$240K 0.02%
427
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389
$239K 0.02%
7,697
390
$239K 0.02%
3,783
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391
$238K 0.02%
5,288
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392
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393
$236K 0.02%
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3,925
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$234K 0.02%
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396
$233K 0.02%
4,091
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397
$233K 0.02%
6,797
+194
398
$232K 0.02%
2,224
+38
399
$231K 0.02%
+4,498
400
$231K 0.02%
+3,185
14 15
16
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