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
$119M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$5.3M
3
+$4.46M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.87M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.79M

Top Sells

1
+$1.91M
2
+$1.73M
3
+$1.32M
4
SEB icon
Seaboard Corp
SEB
+$1.08M
5
C icon
Citigroup
C
+$275K

Sector Composition

1 Consumer Staples 12.66%
2 Energy 10.17%
3 Healthcare 7.51%
4 Technology 7.19%
5 Financials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-10,912
102
– –
-16,602
103
– –
-5,779
104
– –
-13,210
105
– –
-3
106
– –
-13,973
1 2 3 4
5