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
$660M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$9.29M
3
+$6.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.9M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$2.86M

Top Sells

1
+$51.4M
2
+$9.54M
3
+$4.45M
4
BG icon
Bunge Global
BG
+$1.47M
5
NKE icon
Nike
NKE
+$986K

Sector Composition

1 Materials 14.48%
2 Technology 12.89%
3 Healthcare 3.86%
4 Financials 3.35%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.28%
12,681
+382
52
$1.79M 0.27%
96,345
-510
53
$1.76M 0.27%
31,618
-182
54
$1.75M 0.26%
16,017
+556
55
$1.72M 0.26%
196,413
-6,480
56
$1.64M 0.25%
18,211
-133
57
$1.63M 0.25%
14,575
58
$1.63M 0.25%
24,022
-41
59
$1.59M 0.24%
10,975
-90
60
$1.58M 0.24%
38,553
+16,988
61
$1.54M 0.23%
31,880
62
$1.52M 0.23%
61,704
-246
63
$1.51M 0.23%
40,327
-48
64
$1.46M 0.22%
13,529
+7
65
$1.34M 0.2%
13,817
-243
66
$1.32M 0.2%
54,355
67
$1.32M 0.2%
33,385
68
$1.32M 0.2%
40,349
-471
69
$1.3M 0.2%
27,115
-4,487
70
$1.26M 0.19%
14,735
71
$1.24M 0.19%
54,061
72
$1.01M 0.15%
12,721
-35
73
$999K 0.15%
16,000
74
$995K 0.15%
12,711
-1,323
75
$883K 0.13%
21,961
-527
1 2
3
4 5