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
$958M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$15.6M
3
+$9.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.02M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$4.54M

Top Sells

1
+$20.4M
2
+$16.9M
3
+$3M
4
SONY icon
Sony
SONY
+$2.07M
5
UFPI icon
UFP Industries
UFPI
+$2.03M

Sector Composition

1 Technology 11.7%
2 Financials 5.9%
3 Communication Services 4.7%
4 Consumer Discretionary 3.08%
5 Healthcare 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.21M 0.13%
10,326
+200
77
$1.18M 0.12%
24,806
+1,092
78
$1.13M 0.12%
11,333
-90
79
$1.06M 0.11%
22,254
80
$1.06M 0.11%
32,932
-148
81
$1.03M 0.11%
13,017
+433
82
$1.03M 0.11%
18,781
+2,199
83
$1.03M 0.11%
82,352
+4,995
84
$1.02M 0.11%
51,285
+2
85
$1.02M 0.11%
14,939
+1,590
86
$1.01M 0.11%
+26,761
87
$1.01M 0.11%
12,392
-94
88
$941K 0.1%
15,163
-550
89
$936K 0.1%
14,776
-526
90
$927K 0.1%
22,000
91
$917K 0.1%
18,695
-11
92
$851K 0.09%
46,144
-47,656
93
$826K 0.09%
36,585
-72,387
94
$822K 0.09%
19,913
-569
95
$761K 0.08%
29,226
+4,002
96
$744K 0.08%
32,214
-63,981
97
$740K 0.08%
26,013
+136
98
$701K 0.07%
32,176
-3,309
99
$689K 0.07%
30,608
-534
100
$675K 0.07%
13,000
2 3
4
5 6