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
$119M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$5.3M
3
+$4.46M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.87M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.79M

Top Sells

1
+$1.91M
2
+$1.73M
3
+$1.32M
4
SEB icon
Seaboard Corp
SEB
+$1.08M
5
C icon
Citigroup
C
+$275K

Sector Composition

1 Consumer Staples 12.66%
2 Energy 10.17%
3 Healthcare 7.51%
4 Technology 7.19%
5 Financials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$263K 0.22%
5,499
77
$263K 0.22%
4,880
78
$242K 0.2%
24,432
79
$237K 0.2%
2,526
80
$230K 0.19%
5,866
-300
81
$228K 0.19%
2,550
82
$220K 0.18%
15,200
83
$213K 0.18%
20,760
84
$211K 0.18%
4,138
85
$206K 0.17%
8,241
86
$206K 0.17%
+1,885
87
$205K 0.17%
+2,058
88
$204K 0.17%
+2,465
89
$176K 0.15%
24,500
90
$170K 0.14%
12,590
91
$156K 0.13%
11,928
92
$150K 0.13%
+19,029
93
$149K 0.12%
11,646
94
$135K 0.11%
10,300
95
$132K 0.11%
11,260
96
$86K 0.07%
26,830
97
$85K 0.07%
+644
98
$25K 0.02%
10,332
99
– –
-2,795
100
– –
-413
1 2 3
4
5