BA
Bridgewater Advisors Portfolio holdings
AUM
$1.31B
1-Year Return
15.11%
This Quarter Return
+6.57%
1 Year Return
+15.11%
3 Year Return
+50.44%
5 Year Return
–
10 Year Return
–
AUM
$315M
AUM Growth
+$117M
(+60%)
Cap. Flow
+$108M
Cap. Flow
% of AUM
34.41%
Top 10 Holdings %
Top 10 Hldgs %
31.26%
Holding
234
New
78
Increased
110
Reduced
15
Closed
5
Top Buys
| 1 |
Apple
AAPL
|
$9.81M |
| 2 |
Procter & Gamble
PG
|
$5.61M |
| 3 |
Colgate-Palmolive
CL
|
$4.94M |
| 4 |
Meta Platforms (Facebook)
META
|
$4.54M |
| 5 |
Walt Disney
DIS
|
$4.02M |
Top Sells
| 1 |
HP
HPQ
|
$1.25M |
| 2 |
Sherwin-Williams
SHW
|
$890K |
| 3 |
BlackRock MuniYield New York Quality Fund
MYN
|
$424K |
| 4 |
Vanguard Russell 1000 Value ETF
VONV
|
$316K |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$273K |
Sector Composition
| 1 | Technology | 16.43% |
| 2 | Communication Services | 9.67% |
| 3 | Consumer Staples | 7.88% |
| 4 | Healthcare | 7.87% |
| 5 | Financials | 7.69% |
