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
$958M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$15.6M
3
+$9.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.02M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$4.54M

Top Sells

1
+$20.4M
2
+$16.9M
3
+$3M
4
SONY icon
Sony
SONY
+$2.07M
5
UFPI icon
UFP Industries
UFPI
+$2.03M

Sector Composition

1 Technology 11.7%
2 Financials 5.9%
3 Communication Services 4.7%
4 Consumer Discretionary 3.08%
5 Healthcare 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.54M 0.26%
10,267
-1,755
52
$2.53M 0.26%
+49,799
53
$2.52M 0.26%
42,395
-5,261
54
$2.5M 0.26%
191,283
-2,350
55
$2.45M 0.26%
15,335
+329
56
$2.44M 0.25%
46,001
+7,448
57
$2.37M 0.25%
23,813
+589
58
$2.32M 0.24%
116,742
59
$2.2M 0.23%
10,255
-639
60
$2.19M 0.23%
+10,041
61
$2.13M 0.22%
37,875
62
$2.1M 0.22%
10,857
-933
63
$1.98M 0.21%
167,425
-540
64
$1.95M 0.2%
42,580
-16
65
$1.85M 0.19%
17,092
-972
66
$1.82M 0.19%
20,054
+86
67
$1.74M 0.18%
65,899
-2,777
68
$1.71M 0.18%
15,665
+241
69
$1.61M 0.17%
47,334
-8
70
$1.59M 0.17%
21,906
-2,952
71
$1.57M 0.16%
11,522
-1,955
72
$1.55M 0.16%
17,944
-815
73
$1.42M 0.15%
52,266
-8,443
74
$1.31M 0.14%
11,627
-777
75
$1.26M 0.13%
11,607
1 2
3
4 5