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
$119M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$5.3M
3
+$4.46M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.87M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.79M

Top Sells

1
+$1.91M
2
+$1.73M
3
+$1.32M
4
SEB icon
Seaboard Corp
SEB
+$1.08M
5
C icon
Citigroup
C
+$275K

Sector Composition

1 Consumer Staples 12.66%
2 Energy 10.17%
3 Healthcare 7.51%
4 Technology 7.19%
5 Financials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$528K 0.44%
5,084
52
$521K 0.44%
22,572
53
$511K 0.43%
4,304
54
$489K 0.41%
7,055
-1,947
55
$483K 0.4%
+13,700
56
$454K 0.38%
8,322
57
$440K 0.37%
16,461
+178
58
$412K 0.34%
4,882
+101
59
$387K 0.32%
7,366
-2,368
60
$384K 0.32%
5,285
61
$375K 0.31%
3,519
62
$367K 0.31%
7,145
-214
63
$343K 0.29%
7,695
+98
64
$333K 0.28%
8,212
65
$331K 0.28%
6,773
-586
66
$329K 0.28%
11,560
67
$294K 0.25%
3,625
+43
68
$289K 0.24%
4,649
69
$281K 0.24%
3,678
-503
70
$276K 0.23%
8,545
-155
71
$274K 0.23%
2,600
72
$271K 0.23%
2,131
+114
73
$271K 0.23%
2,125
74
$268K 0.22%
11,618
+16
75
$268K 0.22%
2,292
1 2
3
4 5