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
$363M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$18.3M
3
+$9.86M
4
HPE icon
Hewlett Packard
HPE
+$8.98M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.97M

Top Sells

1
+$4.15M
2
+$2.35M
3
+$1.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.67M
5
FMC icon
FMC
FMC
+$1.6M

Sector Composition

1 Technology 23.97%
2 Healthcare 11.5%
3 Communication Services 7.62%
4 Financials 7.39%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3M 0.82%
16,669
-321
27
$2.98M 0.82%
17,189
-347
28
$2.96M 0.82%
18,350
-10,357
29
$2.87M 0.79%
66,698
+6
30
$2.84M 0.78%
7,511
+72
31
$2.55M 0.7%
25,017
+709
32
$2.54M 0.7%
32,591
-348
33
$2.52M 0.69%
61,668
-1,227
34
$2.48M 0.68%
93,132
+13
35
$2.36M 0.65%
3,868
+7
36
$2.24M 0.62%
54,491
-7,500
37
$2.23M 0.61%
13,318
-214
38
$2.22M 0.61%
21,855
+1,055
39
$2.18M 0.6%
49,194
+6
40
$2.03M 0.56%
10,353
+60
41
$2.02M 0.56%
16,320
-265
42
$1.99M 0.55%
33,804
-275
43
$1.9M 0.52%
11,344
-207
44
$1.85M 0.51%
9,604
-208
45
$1.82M 0.5%
54,061
46
$1.73M 0.48%
108,118
47
$1.72M 0.47%
11,819
-275
48
$1.59M 0.44%
17,735
49
$1.55M 0.43%
49,085
+15
50
$1.42M 0.39%
+4,589
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