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
$363M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$18.3M
3
+$9.86M
4
HPE icon
Hewlett Packard
HPE
+$8.98M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.97M

Top Sells

1
+$4.15M
2
+$2.35M
3
+$1.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.67M
5
FMC icon
FMC
FMC
+$1.6M

Sector Composition

1 Technology 23.97%
2 Healthcare 11.5%
3 Communication Services 7.62%
4 Financials 7.39%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.31%
8,937
-350
77
$1.08M 0.3%
78,359
+14,459
78
$1.08M 0.3%
21,650
+373
79
$1.08M 0.3%
25,361
+405
80
$1.06M 0.29%
14,123
+282
81
$1.02M 0.28%
14,500
+900
82
$1.02M 0.28%
4,647
+588
83
$1.01M 0.28%
13,411
-54,895
84
$991K 0.27%
3,018
+12
85
$977K 0.27%
64,300
+15,000
86
$976K 0.27%
411
+11
87
$963K 0.27%
3,994
+40
88
$946K 0.26%
16,912
+502
89
$915K 0.25%
20,000
+5,000
90
$903K 0.25%
10,250
-10
91
$898K 0.25%
5,968
+216
92
$889K 0.24%
8,608
+4
93
$879K 0.24%
2,250
+12
94
$860K 0.24%
34,376
-64
95
$857K 0.24%
14,424
+444
96
$854K 0.24%
22,170
97
$841K 0.23%
14,206
-18,769
98
$840K 0.23%
14,614
+3
99
$834K 0.23%
7,062
+95
100
$822K 0.23%
1,907
+241
2 3
4
5 6