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
$954M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$48.2M
2
+$30M
3
+$22.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$22.5M
5
MAR icon
Marriott International
MAR
+$7.89M

Top Sells

1
+$45.4M
2
+$22.9M
3
+$1.74M
4
DINO icon
HF Sinclair
DINO
+$1.59M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.25M

Sector Composition

1 Technology 11.9%
2 Financials 5.88%
3 Communication Services 4.79%
4 Consumer Discretionary 2.99%
5 Healthcare 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.41M 0.15%
77,357
+21,218
77
$1.41M 0.15%
12,404
+434
78
$1.4M 0.15%
12,486
-20
79
$1.37M 0.14%
33,385
80
$1.32M 0.14%
54,355
81
$1.26M 0.13%
42,050
-238
82
$1.26M 0.13%
11,423
+226
83
$1.23M 0.13%
10,126
+50
84
$1.23M 0.13%
11,607
-3,128
85
$1.2M 0.13%
23,714
86
$1.1M 0.12%
33,080
-34
87
$1.06M 0.11%
22,254
88
$1.06M 0.11%
13,349
+81
89
$1.04M 0.11%
+15,302
90
$1.03M 0.11%
16,582
+262
91
$1.03M 0.11%
15,713
+1,326
92
$928K 0.1%
93,800
+46,296
93
$925K 0.1%
20,482
94
$909K 0.1%
12,584
-587
95
$902K 0.09%
18,706
+482
96
$895K 0.09%
22,000
97
$868K 0.09%
11,066
-397
98
$840K 0.09%
51,283
+3
99
$816K 0.09%
108,972
+72,912
100
$809K 0.08%
25,877
-300
2 3
4
5 6