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
$454M
AUM Growth
+$90.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$11.5M
3
+$9.89M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.34M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.18M

Top Sells

1
+$2.22M
2
+$2.02M
3
+$1.55M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.02M
5
BABA icon
Alibaba
BABA
+$816K

Sector Composition

1 Technology 24.39%
2 Healthcare 9.85%
3 Communication Services 6.19%
4 Financials 6.19%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.57M 0.79%
11,942
-3
27
$3.55M 0.78%
17,640
+451
28
$3.51M 0.77%
50,714
+1,111
29
$3.34M 0.74%
+113,101
30
$3.31M 0.73%
5,091
-85
31
$3.24M 0.71%
205,891
+97,773
32
$2.98M 0.66%
17,399
-951
33
$2.94M 0.65%
27,323
+2,306
34
$2.93M 0.64%
7,656
+145
35
$2.7M 0.59%
93,096
-36
36
$2.69M 0.59%
10,670
+317
37
$2.68M 0.59%
63,663
+1,995
38
$2.57M 0.57%
27,680
+23,455
39
$2.56M 0.56%
32,591
40
$2.54M 0.56%
86,440
+23,340
41
$2.4M 0.53%
11,744
+400
42
$2.35M 0.52%
3,900
+32
43
$2.33M 0.51%
49,119
-75
44
$2.19M 0.48%
12,645
+826
45
$2.17M 0.48%
13,876
+558
46
$2.02M 0.44%
48,491
-6,000
47
$1.97M 0.43%
32,158
-1,646
48
$1.92M 0.42%
+4,455
49
$1.91M 0.42%
+69,728
50
$1.89M 0.42%
10,051
+447
1
2
3 4 5