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
$458M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5.24M
3
+$3.72M
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$2.72M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.55M

Top Sells

1
+$1.59M
2
+$1.1M
3
+$385K
4
AAPL icon
Apple
AAPL
+$332K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$298K

Sector Composition

1 Technology 16.93%
2 Healthcare 6.48%
3 Communication Services 3.8%
4 Financials 3.53%
5 Consumer Discretionary 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.41%
10,010
-264
52
$1.76M 0.38%
39,612
-6,694
53
$1.76M 0.38%
40,327
+8,969
54
$1.74M 0.38%
14,235
-458
55
$1.73M 0.38%
64,082
+15,749
56
$1.66M 0.36%
192,130
57
$1.65M 0.36%
15,490
+536
58
$1.61M 0.35%
11,997
-365
59
$1.56M 0.34%
32,213
-1,063
60
$1.54M 0.34%
14,575
61
$1.54M 0.34%
96,834
-51
62
$1.54M 0.34%
18,381
-535
63
$1.44M 0.32%
31,880
64
$1.4M 0.31%
10,957
-639
65
$1.38M 0.3%
54,061
66
$1.31M 0.29%
13,746
-377
67
$1.26M 0.28%
54,355
68
$1.26M 0.27%
10,260
+129
69
$1.22M 0.27%
21,176
-509
70
$1.22M 0.27%
26,915
+179
71
$1.19M 0.26%
33,385
72
$1.16M 0.25%
14,155
+1,755
73
$1.16M 0.25%
29,735
+3,267
74
$1.14M 0.25%
15,390
-256
75
$1.12M 0.24%
14,735
1 2
3
4 5