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
$499M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$50.8M
2
+$26.7M
3
+$2.34M
4
UFPI icon
UFP Industries
UFPI
+$1.64M
5
MAR icon
Marriott International
MAR
+$1.49M

Top Sells

1
+$19.7M
2
+$16.6M
3
+$10M
4
KEYS icon
Keysight
KEYS
+$9.69M
5
RVTY icon
Revvity
RVTY
+$2.34M

Sector Composition

1 Technology 8.79%
2 Communication Services 3.83%
3 Financials 3.6%
4 Consumer Discretionary 2.98%
5 Healthcare 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.33%
96,789
-45
52
$1.65M 0.33%
18,452
+71
53
$1.65M 0.33%
202,893
+10,763
54
$1.65M 0.33%
11,960
-37
55
$1.64M 0.33%
+16,940
56
$1.61M 0.32%
40,327
57
$1.56M 0.31%
14,575
58
$1.49M 0.3%
14,252
+17
59
$1.47M 0.3%
31,880
60
$1.44M 0.29%
54,061
61
$1.44M 0.29%
32,215
+2
62
$1.39M 0.28%
+24,166
63
$1.31M 0.26%
11,026
+69
64
$1.29M 0.26%
13,711
-35
65
$1.25M 0.25%
27,053
+138
66
$1.22M 0.25%
14,100
-55
67
$1.2M 0.24%
54,355
68
$1.19M 0.24%
14,735
69
$1.18M 0.24%
33,385
70
$1.15M 0.23%
14,070
-36
71
$1.14M 0.23%
10,319
+59
72
$992K 0.2%
12,875
+156
73
$957K 0.19%
24,183
-875
74
$887K 0.18%
11,491
+91
75
$879K 0.18%
17,000
1 2
3
4 5