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
$958M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$15.6M
3
+$9.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.02M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$4.54M

Top Sells

1
+$20.4M
2
+$16.9M
3
+$3M
4
SONY icon
Sony
SONY
+$2.07M
5
UFPI icon
UFP Industries
UFPI
+$2.03M

Sector Composition

1 Technology 11.7%
2 Financials 5.9%
3 Communication Services 4.7%
4 Consumer Discretionary 3.08%
5 Healthcare 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.7M 1.01%
18,129
+714
27
$9.61M 1%
146,949
-2,967
28
$8.5M 0.89%
341,062
+5,707
29
$7.86M 0.82%
21,678
+12
30
$7.48M 0.78%
16,614
-409
31
$7.34M 0.77%
38,399
-380
32
$7.15M 0.75%
206,535
-1,688
33
$7.06M 0.74%
36,191
+8,326
34
$6.98M 0.73%
13,721
+2
35
$5.97M 0.62%
19,312
-693
36
$5.84M 0.61%
101,231
-1,393
37
$5.11M 0.53%
46,603
+684
38
$5M 0.52%
56,990
+1,382
39
$4.25M 0.44%
52,750
-3,523
40
$4.15M 0.43%
65,384
41
$3.73M 0.39%
18,501
+84
42
$3.45M 0.36%
15,332
+191
43
$3.23M 0.34%
22,293
-8,993
44
$3.17M 0.33%
29,358
-910
45
$3.05M 0.32%
40,635
-435
46
$3.03M 0.32%
18,963
+479
47
$3M 0.31%
31,116
-1
48
$2.95M 0.31%
23,810
-861
49
$2.73M 0.29%
16,127
-18
50
$2.6M 0.27%
101,417
-14,402
1
2
3 4 5