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
$363M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$18.3M
3
+$9.86M
4
HPE icon
Hewlett Packard
HPE
+$8.98M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.97M

Top Sells

1
+$4.15M
2
+$2.35M
3
+$1.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.67M
5
FMC icon
FMC
FMC
+$1.6M

Sector Composition

1 Technology 23.97%
2 Healthcare 11.5%
3 Communication Services 7.62%
4 Financials 7.39%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$816K 0.22%
5,515
+1,008
102
$815K 0.22%
66,460
+1,894
103
$811K 0.22%
60,045
+3,655
104
$800K 0.22%
2,302
-25
105
$788K 0.22%
1,380
+6
106
$781K 0.21%
5,231
-120
107
$766K 0.21%
2,139
+899
108
$762K 0.21%
15,099
+4,608
109
$759K 0.21%
5,713
+7
110
$754K 0.21%
2,500
-500
111
$736K 0.2%
1,278
+50
112
$725K 0.2%
11,887
+5,607
113
$720K 0.2%
27,090
114
$706K 0.19%
3,229
+267
115
$705K 0.19%
1,134
+4
116
$701K 0.19%
8,505
117
$690K 0.19%
6,907
+99
118
$667K 0.18%
67,625
+3,505
119
$646K 0.18%
7,253
-22
120
$633K 0.17%
7,270
+15
121
$626K 0.17%
7,972
+196
122
$622K 0.17%
112,200
123
$601K 0.17%
2,545
124
$591K 0.16%
11,272
125
$588K 0.16%
30,370
+1,846
3 4
5
6 7