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
$808M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$17M
3
+$14.2M
4
NVDA icon
NVIDIA
NVDA
+$13.3M
5
AAPL icon
Apple
AAPL
+$12.1M

Top Sells

1
+$20.2M
2
+$11.2M
3
+$9.39M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$8.44M
5
FVCB icon
FVCBankcorp
FVCB
+$2.33M

Sector Composition

1 Technology 12.68%
2 Healthcare 7.78%
3 Financials 6.12%
4 Communication Services 5.06%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.31M 0.29%
116,743
+62,682
52
$2.24M 0.28%
+16,004
53
$2.23M 0.28%
11,918
+242
54
$2.21M 0.27%
46,768
+5,116
55
$2.14M 0.26%
38,160
-100
56
$2.13M 0.26%
+142,730
57
$2.09M 0.26%
16,715
-44
58
$2.07M 0.26%
68,752
+4,779
59
$2.02M 0.25%
193,633
-2,780
60
$1.93M 0.24%
+11,007
61
$1.92M 0.24%
47,353
+283
62
$1.89M 0.23%
25,100
+1,098
63
$1.82M 0.23%
14,575
64
$1.8M 0.22%
38,553
65
$1.74M 0.22%
20,444
+1,153
66
$1.69M 0.21%
40,566
+14,833
67
$1.68M 0.21%
61,705
+1
68
$1.6M 0.2%
+12,506
69
$1.59M 0.2%
31,995
+375
70
$1.58M 0.2%
13,605
+112
71
$1.58M 0.2%
31,880
72
$1.42M 0.18%
+13,171
73
$1.4M 0.17%
14,735
74
$1.38M 0.17%
+19,651
75
$1.31M 0.16%
33,385
1 2
3
4 5