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
$458M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5.24M
3
+$3.72M
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$2.72M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.55M

Top Sells

1
+$1.59M
2
+$1.1M
3
+$385K
4
AAPL icon
Apple
AAPL
+$332K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$298K

Sector Composition

1 Technology 16.93%
2 Healthcare 6.48%
3 Communication Services 3.8%
4 Financials 3.53%
5 Consumer Discretionary 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.88M 0.85%
21,193
+23
27
$3.72M 0.81%
+22,393
28
$3.61M 0.79%
32,953
-466
29
$3.49M 0.76%
33,829
-1,329
30
$3.41M 0.74%
135,506
+29,664
31
$3.26M 0.71%
45,604
+79
32
$3.16M 0.69%
10,227
+8
33
$3.02M 0.66%
67,933
34
$2.96M 0.65%
125,444
+8,815
35
$2.86M 0.62%
48,942
-1,593
36
$2.82M 0.61%
69,057
-117
37
$2.8M 0.61%
26,944
-495
38
$2.77M 0.6%
27,632
-480
39
$2.65M 0.58%
115,141
+23,631
40
$2.5M 0.54%
16,103
-11
41
$2.34M 0.51%
17,558
-235
42
$2.24M 0.49%
60,984
-2,070
43
$2.19M 0.48%
90,369
-45,522
44
$2.13M 0.46%
199,541
-7
45
$2.1M 0.46%
10,440
-261
46
$2.09M 0.46%
51,106
+7,502
47
$2.04M 0.45%
11,632
-144
48
$2.02M 0.44%
38,623
-854
49
$1.94M 0.42%
25,725
-928
50
$1.93M 0.42%
12,984
+263
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2
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