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
$119M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$5.3M
3
+$4.46M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.87M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.79M

Top Sells

1
+$1.91M
2
+$1.73M
3
+$1.32M
4
SEB icon
Seaboard Corp
SEB
+$1.08M
5
C icon
Citigroup
C
+$275K

Sector Composition

1 Consumer Staples 12.66%
2 Energy 10.17%
3 Healthcare 7.51%
4 Technology 7.19%
5 Financials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 1.26%
25,922
-103
27
$1.49M 1.24%
56,469
-114
28
$1.41M 1.18%
11,229
-71
29
$1.38M 1.16%
21,724
+15
30
$1.38M 1.16%
+40,720
31
$1.32M 1.11%
71,630
-325
32
$1.3M 1.08%
24,520
+2,580
33
$1.27M 1.06%
+34,296
34
$1.25M 1.04%
20,000
+435
35
$1.18M 0.99%
14,735
+560
36
$1.17M 0.98%
+21,555
37
$1.17M 0.98%
+22,429
38
$1.07M 0.9%
8,485
+1,047
39
$1.05M 0.88%
26,634
+168
40
$935K 0.78%
7,160
+9
41
$906K 0.76%
32,170
-67,708
42
$889K 0.74%
11,315
+109
43
$781K 0.65%
6,137
44
$754K 0.63%
29,289
45
$732K 0.61%
31,512
+2,896
46
$685K 0.57%
5,716
-48
47
$623K 0.52%
3,185
-885
48
$619K 0.52%
37,526
+70
49
$604K 0.51%
13,938
50
$576K 0.48%
13,356
-442
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2
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