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
$454M
AUM Growth
+$90.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$11.5M
3
+$9.89M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.34M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.18M

Top Sells

1
+$2.22M
2
+$2.02M
3
+$1.55M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.02M
5
BABA icon
Alibaba
BABA
+$816K

Sector Composition

1 Technology 24.39%
2 Healthcare 9.85%
3 Communication Services 6.19%
4 Financials 6.19%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.33M 0.29%
27,774
+1,849
77
$1.31M 0.29%
5,153
78
$1.29M 0.28%
+52,442
79
$1.24M 0.27%
8,373
+8
80
$1.19M 0.26%
19,832
+5,218
81
$1.18M 0.26%
5,864
+3
82
$1.14M 0.25%
13,405
-6
83
$1.14M 0.25%
2,752
-266
84
$1.12M 0.25%
79,300
+15,000
85
$1.12M 0.25%
25,225
-136
86
$1.12M 0.25%
6,846
-94
87
$1.1M 0.24%
+19,250
88
$1.1M 0.24%
22,157
+507
89
$1.09M 0.24%
17,225
-2,580
90
$1.08M 0.24%
78,359
91
$1.07M 0.24%
3,999
+5
92
$1.07M 0.24%
2,132
-118
93
$1.05M 0.23%
13,737
-386
94
$1.04M 0.23%
5,967
-1
95
$1M 0.22%
418
+7
96
$1M 0.22%
19,649
+4,550
97
$1M 0.22%
8,937
98
$985K 0.22%
2,476
+337
99
$984K 0.22%
6,991
-71
100
$965K 0.21%
10,525
-3,975
2 3
4
5 6