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
$954M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$48.2M
2
+$30M
3
+$22.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$22.5M
5
MAR icon
Marriott International
MAR
+$7.89M

Top Sells

1
+$45.4M
2
+$22.9M
3
+$1.74M
4
DINO icon
HF Sinclair
DINO
+$1.59M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.25M

Sector Composition

1 Technology 11.9%
2 Financials 5.88%
3 Communication Services 4.79%
4 Consumer Discretionary 2.99%
5 Healthcare 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.71M 0.28%
15,141
-127,589
52
$2.69M 0.28%
87,977
+5,415
53
$2.65M 0.28%
47,656
+888
54
$2.64M 0.28%
15,006
-51
55
$2.5M 0.26%
11,790
-128
56
$2.46M 0.26%
10,894
-113
57
$2.44M 0.26%
116,742
-1
58
$2.41M 0.25%
23,224
+174
59
$2.25M 0.24%
+167,965
60
$2.23M 0.23%
193,633
61
$2.12M 0.22%
38,553
62
$2.1M 0.22%
37,875
-285
63
$2.03M 0.21%
16,487
-228
64
$1.95M 0.2%
68,676
-76
65
$1.91M 0.2%
24,858
-242
66
$1.88M 0.2%
+15,424
67
$1.82M 0.19%
47,342
-11
68
$1.81M 0.19%
42,596
+2,030
69
$1.75M 0.18%
14,575
70
$1.74M 0.18%
60,709
-996
71
$1.65M 0.17%
13,477
-128
72
$1.63M 0.17%
19,968
+317
73
$1.61M 0.17%
+18,064
74
$1.6M 0.17%
31,880
75
$1.53M 0.16%
18,759
-213
1 2
3
4 5