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
$413M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$12.2M
3
+$6.12M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$5.65M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$4.29M

Top Sells

1
+$6.19M
2
+$3.91M
3
+$2.35M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.19M
5
AMZN icon
Amazon
AMZN
+$1.9M

Sector Composition

1 Technology 17.38%
2 Healthcare 7.93%
3 Financials 4.16%
4 Communication Services 3.19%
5 Energy 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.42%
43,604
-2,085
52
$1.73M 0.42%
33,276
-1,249
53
$1.7M 0.41%
10,274
-3,281
54
$1.66M 0.4%
14,954
-5,363
55
$1.64M 0.4%
192,130
56
$1.59M 0.39%
108,990
-38,600
57
$1.55M 0.38%
12,362
-297
58
$1.5M 0.36%
31,358
-24
59
$1.46M 0.35%
15,646
-3,623
60
$1.45M 0.35%
96,885
+60,087
61
$1.43M 0.35%
54,061
-1,995
62
$1.41M 0.34%
14,575
63
$1.41M 0.34%
29,145
-119
64
$1.41M 0.34%
+14,123
65
$1.37M 0.33%
21,685
-113
66
$1.34M 0.32%
31,880
67
$1.33M 0.32%
54,355
68
$1.33M 0.32%
18,916
-1,305
69
$1.27M 0.31%
11,596
-3,486
70
$1.21M 0.29%
48,333
+36,367
71
$1.19M 0.29%
10,131
-2,662
72
$1.12M 0.27%
26,736
-3,219
73
$1.08M 0.26%
33,385
74
$1.07M 0.26%
13,346
-2,176
75
$1.06M 0.26%
13,425
-3,075
1 2
3
4 5