BA

Bridgewater Advisors Portfolio holdings

AUM $1.44B
1-Year Est. Return 17.03%
This Quarter Est. Return
1 Year Est. Return
+17.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.62M
3
+$8.33M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$7.2M
5
NOW icon
ServiceNow
NOW
+$6.12M

Top Sells

1
+$10.3M
2
+$9.13M
3
+$7.18M
4
SNX icon
TD Synnex
SNX
+$1.57M
5
TTD icon
Trade Desk
TTD
+$1.21M

Sector Composition

1 Technology 11.6%
2 Financials 8.28%
3 Communication Services 4.41%
4 Consumer Discretionary 3.81%
5 Healthcare 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.62M 0.83%
+12
27
$9.58M 0.83%
17,929
+1,315
28
$9.34M 0.81%
160,383
+13,434
29
$9.31M 0.81%
18,279
+150
30
$9.29M 0.8%
357,945
+16,883
31
$8.33M 0.72%
+74,030
32
$7.59M 0.66%
21,694
+16
33
$7.54M 0.65%
13,973
+252
34
$7.2M 0.62%
+146,969
35
$6.88M 0.6%
36,193
+2
36
$6.72M 0.58%
19,668
+356
37
$6.56M 0.57%
202,790
-3,745
38
$6.47M 0.56%
39,907
+1,508
39
$6.12M 0.53%
+6,490
40
$5.7M 0.49%
52,616
+6,013
41
$5.58M 0.48%
92,055
-9,176
42
$5.34M 0.46%
+9,730
43
$4.96M 0.43%
53,700
-3,290
44
$4.91M 0.42%
81,829
+16,445
45
$4.02M 0.35%
33,621
+2,505
46
$3.74M 0.32%
51,354
-1,396
47
$3.71M 0.32%
23,809
+1,516
48
$3.59M 0.31%
+12,282
49
$3.46M 0.3%
+3,905
50
$3.42M 0.3%
40,316
-319
1
2
3 4 5