BA
Bridgewater Advisors Portfolio holdings
AUM
$1.44B
1-Year Est. Return
17.03%
1 Year Est. Return
+17.03%
AUM
$1.31B
AUM Growth
+$159M
(+14%)
Holding
441
Top Buys
| 1 | +$9.92M | |
| 2 | +$6.9M | |
| 3 | +$6.54M | |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$5.71M |
| 5 |
JPMorgan Municipal ETF
JMUB
|
+$5.57M |
Top Sells
| 1 | +$7.76M | |
| 2 | +$7.2M | |
| 3 | +$5.21M | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$3.03M |
| 5 |
Dimensional International High Profitability ETF
DIHP
|
+$1.67M |
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 | |
|---|---|---|---|---|---|---|
426
Vanguard S&P 500 Growth ETF
VOOG
$20.4B
| $205K | 0.02% |
+500
|
|
||
427
Altria Group
MO
$97B
| $204K | 0.02% |
+3,715
|
|
||
428
Kinross Gold
KGC
$30.8B
| $204K | 0.02% |
+12,716
|
|
||
429
Rio Tinto
RIO
$115B
| – | – |
-3,301
|
|
||
430
Aspen Aerogels
ASPN
$266M
| – | – |
-82,399
|
|
||
431
Centene
CNC
$17.7B
| – | – |
-3,782
|
|
||
|
DFS
432
DELISTED
Discover Financial Services
DFS
| – | – |
-1,280
|
|
||
433
Dow Inc
DOW
$16.4B
| – | – |
-7,864
|
|
||
434
Graphic Packaging
GPK
$4.76B
| – | – |
-32,567
|
|
||
435
JD.com
JD
$43.5B
| – | – |
-6,343
|
|
||
436
Molina Healthcare
MOH
$7.12B
| – | – |
-653
|
|
||
437
Okta
OKTA
$14.8B
| – | – |
-1,991
|
|
||
438
Otis Worldwide
OTIS
$35.3B
| – | – |
-2,241
|
|
||
439
UFP Industries
UFPI
$5.23B
| – | – |
-2,106
|
|
||
440
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.7B
| – | – |
-146,969
|
|
||
|
TEM
441
Tempus AI
TEM
$12.1B
| – | – |
-5,373
|
|