BA
Bridgewater Advisors Portfolio holdings
AUM
$1.68B
1-Year Est. Return
20.35%
This Fund
S&P 500
1 Year Est. Return
+20.35%
AUM
$1.68B
AUM Growth
+$138M
(+8.9%)
Holding
488
Top Buys
| 1 | +$20.4M | |
| 2 | +$17.5M | |
| 3 | +$9.37M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$9.03M |
| 5 |
Vanguard Growth ETF
VUG
|
+$8.4M |
Top Sells
| 1 | +$8.71M | |
| 2 | +$5.44M | |
| 3 | +$4.86M | |
| 4 |
Dimensional US Real Estate ETF
DFAR
|
+$4.2M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$3.72M |
Sector Composition
| 1 | Technology | 11.66% |
| 2 | Financials | 6.05% |
| 3 | Communication Services | 4.29% |
| 4 | Consumer Discretionary | 3.33% |
| 5 | Industrials | 2.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Philips
PHG
$25.4B
| – | – |
-7,954
|
|
||
477
PayPal
PYPL
$36.4B
| – | – |
-3,608
|
|
||
478
Schwab US REIT ETF
SCHH
$10.1B
| – | – |
-10,235
|
|
||
479
SEI Investments
SEIC
$10.8B
| – | – |
-3,611
|
|
||
480
Synchrony
SYF
$23.8B
| – | – |
-2,619
|
|
||
481
Trip.com Group
TCOM
$30B
| – | – |
-3,821
|
|
||
482
Thomson Reuters
TRI
$37.6B
| – | – |
-2,472
|
|
||
483
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.99B
| – | – |
-6,797
|
|
||
484
WEX
WEX
$5.14B
| – | – |
-1,670
|
|
||
485
XPeng
XPEV
$15.2B
| – | – |
-9,868
|
|
||
486
Xylem
XYL
$26.1B
| – | – |
-1,446
|
|
||
487
Huntington Ingalls Industries
HII
$11.5B
| – | – |
-487
|
|
||
488
Arthur J. Gallagher & Co
AJG
$55.5B
| – | – |
-941
|
|