BA
Bridgewater Advisors Portfolio holdings
AUM
$1.31B
This Quarter Return
-4.7%
1 Year Return
+15.11%
3 Year Return
+50.44%
5 Year Return
–
10 Year Return
–
AUM
$624M
AUM Growth
+$125M
(+25%)
Cap. Flow
+$137M
Cap. Flow
% of AUM
21.98%
Top 10 Holdings %
Top 10 Hldgs %
58.49%
Holding
114
New
11
Increased
29
Reduced
45
Closed
10
Top Buys
| 1 |
West Fraser Timber
WFG
|
$79.2M |
| 2 |
HP
HPQ
|
$17.2M |
| 3 |
Agilent Technologies
A
|
$13.4M |
| 4 |
Hewlett Packard
HPE
|
$10.9M |
| 5 |
Keysight
KEYS
|
$7.95M |
Top Sells
| 1 |
Darling Ingredients
DAR
|
$3.02M |
| 2 |
First Trust Smith Unconstrained Bond ETF
UCON
|
$2.09M |
| 3 |
Marriott International Class A Common Stock
MAR
|
$2.02M |
| 4 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$1.98M |
| 5 |
Texas Instruments
TXN
|
$1.82M |
Sector Composition
| 1 | Materials | 12.97% |
| 2 | Technology | 12% |
| 3 | Healthcare | 3.52% |
| 4 | Financials | 3.02% |
| 5 | Communication Services | 2.91% |
