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
$363M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$18.3M
3
+$9.86M
4
HPE icon
Hewlett Packard
HPE
+$8.98M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.97M

Top Sells

1
+$4.15M
2
+$2.35M
3
+$1.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.67M
5
FMC icon
FMC
FMC
+$1.6M

Sector Composition

1 Technology 23.97%
2 Healthcare 11.5%
3 Communication Services 7.62%
4 Financials 7.39%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.38%
27,680
-1,236
52
$1.37M 0.38%
28,290
-584
53
$1.37M 0.38%
5,067
+12
54
$1.34M 0.37%
5,961
-122
55
$1.34M 0.37%
46,310
56
$1.33M 0.37%
12,400
57
$1.32M 0.36%
+17,200
58
$1.32M 0.36%
5,489
-247
59
$1.32M 0.36%
25,925
-510
60
$1.31M 0.36%
5,067
+2,691
61
$1.31M 0.36%
63,100
+3,340
62
$1.29M 0.35%
3,271
+24
63
$1.29M 0.35%
5,861
+4
64
$1.28M 0.35%
+17,610
65
$1.27M 0.35%
28,240
66
$1.26M 0.35%
26,960
67
$1.25M 0.34%
19,805
+37
68
$1.23M 0.34%
8,365
69
$1.22M 0.34%
5,153
+82
70
$1.22M 0.34%
17,276
-327
71
$1.2M 0.33%
24,229
-462
72
$1.18M 0.32%
146,820
-47,000
73
$1.16M 0.32%
6,940
74
$1.15M 0.32%
25,000
-8,000
75
$1.15M 0.32%
+24,525
1 2
3
4 5