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
$954M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$48.2M
2
+$30M
3
+$22.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$22.5M
5
MAR icon
Marriott International
MAR
+$7.89M

Top Sells

1
+$45.4M
2
+$22.9M
3
+$1.74M
4
DINO icon
HF Sinclair
DINO
+$1.59M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.25M

Sector Composition

1 Technology 11.9%
2 Financials 5.88%
3 Communication Services 4.79%
4 Consumer Discretionary 2.99%
5 Healthcare 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.31M 0.98%
17,415
+23
27
$8.98M 0.94%
335,355
+6,439
28
$8.04M 0.84%
21,666
+4
29
$7.74M 0.81%
17,023
+31
30
$7.21M 0.76%
208,223
+7,578
31
$6.95M 0.73%
13,719
+99
32
$6.64M 0.7%
38,779
-2,082
33
$6.5M 0.68%
102,624
+201
34
$5.64M 0.59%
20,005
+313
35
$5.5M 0.58%
27,865
+2
36
$5.39M 0.56%
45,919
+291
37
$5.27M 0.55%
55,608
-283
38
$5.01M 0.53%
31,286
+7,934
39
$4.67M 0.49%
56,273
-1,006
40
$4.12M 0.43%
65,384
-305
41
$3.63M 0.38%
18,417
+306
42
$3.3M 0.35%
41,070
-276
43
$3.17M 0.33%
115,819
+6,786
44
$3.09M 0.32%
18,484
+729
45
$3.08M 0.32%
12,022
+114
46
$3M 0.31%
12,942
+7
47
$2.91M 0.31%
30,268
-311
48
$2.84M 0.3%
31,117
-9,999
49
$2.74M 0.29%
16,145
+141
50
$2.72M 0.28%
24,671
-271
1
2
3 4 5