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
$411M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.57M
3
+$1.56M
4
AMAT icon
Applied Materials
AMAT
+$1.41M
5
VZ icon
Verizon
VZ
+$1.34M

Top Sells

1
+$12.1M
2
+$5.87M
3
+$4.84M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$2.37M
5
DGX icon
Quest Diagnostics
DGX
+$2.19M

Sector Composition

1 Technology 25.09%
2 Healthcare 9.65%
3 Financials 7.38%
4 Communication Services 6.14%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.41%
4,629
+174
52
$1.67M 0.41%
181,225
+3,880
53
$1.65M 0.4%
54,355
54
$1.6M 0.39%
31,380
+1,935
55
$1.59M 0.39%
31,126
+26,262
56
$1.57M 0.38%
+15,566
57
$1.56M 0.38%
31,880
58
$1.52M 0.37%
27,187
+7,355
59
$1.52M 0.37%
26,869
+787
60
$1.47M 0.36%
14,575
61
$1.44M 0.35%
23,027
+3,027
62
$1.41M 0.34%
18,821
+579
63
$1.41M 0.34%
10,493
+1,211
64
$1.36M 0.33%
3,277
-6
65
$1.35M 0.33%
5,200
+98
66
$1.35M 0.33%
6,565
+213
67
$1.34M 0.33%
54,504
+2,062
68
$1.33M 0.32%
3,714
-75
69
$1.3M 0.32%
33,385
70
$1.29M 0.31%
6,885
+39
71
$1.26M 0.31%
27,839
+105
72
$1.25M 0.31%
+28,854
73
$1.23M 0.3%
5,153
74
$1.23M 0.3%
5,103
+222
75
$1.22M 0.3%
28,779
+1,005
1 2
3
4 5