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
401
$229K 0.02%
+2,220
402
$229K 0.02%
+2,674
403
$229K 0.02%
+3,653
404
$228K 0.02%
38,598
-717
405
$226K 0.02%
+2,891
406
$225K 0.02%
+3,938
407
$225K 0.02%
+9,513
408
$222K 0.02%
+3,300
409
$221K 0.02%
+7,893
410
$218K 0.02%
7,367
-102
411
$214K 0.02%
+3,821
412
$213K 0.02%
+955
413
$213K 0.02%
642
-630
414
$212K 0.02%
2,645
-8
415
$212K 0.02%
+536
416
$211K 0.02%
+1,317
417
$211K 0.02%
+1,624
418
$210K 0.02%
+582
419
$209K 0.02%
2,198
-39
420
$209K 0.02%
+2,318
421
$208K 0.02%
720
+148
422
$207K 0.02%
+3,921
423
$207K 0.02%
+3,258
424
$206K 0.02%
+2,748
425
$205K 0.02%
+614
14 15 16
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