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
$458M
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$5.24M
3
+$3.72M
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$2.72M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.55M

Top Sells

1
+$1.59M
2
+$1.1M
3
+$385K
4
AAPL icon
Apple
AAPL
+$332K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$298K

Sector Composition

1 Technology 16.93%
2 Healthcare 6.48%
3 Communication Services 3.8%
4 Financials 3.53%
5 Consumer Discretionary 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.24%
14,106
+760
77
$1.03M 0.23%
28,432
-713
78
$1.03M 0.23%
12,509
+1,446
79
$989K 0.22%
25,058
-1,380
80
$956K 0.21%
12,719
-706
81
$843K 0.18%
21,565
82
$838K 0.18%
+25,200
83
$763K 0.17%
18,876
-996
84
$740K 0.16%
42,552
+1,396
85
$707K 0.15%
10,204
-183
86
$700K 0.15%
94,000
+5,000
87
$698K 0.15%
24,400
+70
88
$694K 0.15%
11,400
+62
89
$683K 0.15%
+17,000
90
$668K 0.15%
12,496
+581
91
$660K 0.14%
62,426
92
$625K 0.14%
50,151
+19
93
$617K 0.13%
63,465
-10,105
94
$602K 0.13%
57,561
95
$564K 0.12%
26,914
-914
96
$528K 0.12%
14,658
+89
97
$526K 0.11%
+14,200
98
$489K 0.11%
+11,000
99
$461K 0.1%
12,156
-2,451
100
$449K 0.1%
11,136
+23
1 2 3
4
5