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
$413M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$12.2M
3
+$6.12M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$5.65M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$4.29M

Top Sells

1
+$6.19M
2
+$3.91M
3
+$2.35M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.19M
5
AMZN icon
Amazon
AMZN
+$1.9M

Sector Composition

1 Technology 17.38%
2 Healthcare 7.93%
3 Financials 4.16%
4 Communication Services 3.19%
5 Energy 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.54M 0.86%
69,174
-8,718
27
$3.5M 0.85%
40,608
+9,116
28
$3.28M 0.79%
135,891
+110,531
29
$3.16M 0.77%
50,535
-561
30
$3.16M 0.76%
10,219
-1,803
31
$3.04M 0.74%
199,548
-6,343
32
$2.99M 0.72%
45,525
+6,696
33
$2.95M 0.71%
35,158
-22,660
34
$2.85M 0.69%
16,114
-6,435
35
$2.83M 0.68%
67,933
-1,368
36
$2.62M 0.63%
116,629
+16,517
37
$2.54M 0.61%
105,842
+89,574
38
$2.5M 0.6%
17,793
-441
39
$2.49M 0.6%
20,663
-4,254
40
$2.44M 0.59%
28,112
-3,537
41
$2.43M 0.59%
27,439
-5,559
42
$2.22M 0.54%
10,701
-2,557
43
$2.05M 0.5%
11,776
-342
44
$2.05M 0.5%
26,653
-583
45
$2.04M 0.49%
46,306
-2,086
46
$2.01M 0.49%
+91,510
47
$1.93M 0.47%
12,721
-6,628
48
$1.88M 0.45%
39,477
+22,895
49
$1.86M 0.45%
63,054
-322
50
$1.83M 0.44%
14,693
-3,743
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2
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