BA
Bridgewater Advisors Portfolio holdings
AUM
$1.31B
This Quarter Return
+4.25%
1 Year Return
+15.11%
3 Year Return
+50.44%
5 Year Return
–
10 Year Return
–
AUM
$499M
AUM Growth
+$499M
(+8.8%)
Cap. Flow
+$22.4M
Cap. Flow
% of AUM
4.49%
Top 10 Holdings %
Top 10 Hldgs %
59.59%
Holding
119
New
6
Increased
42
Reduced
34
Closed
16
Top Buys
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$50.8M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$26.7M |
| 3 |
Dimensional International Core Equity 2 ETF
DFIC
|
$2.34M |
| 4 |
UFP Industries
UFPI
|
$1.64M |
| 5 |
Marriott International Class A Common Stock
MAR
|
$1.49M |
Top Sells
| 1 |
HP
HPQ
|
$19.7M |
| 2 |
Agilent Technologies
A
|
$16.6M |
| 3 |
Hewlett Packard
HPE
|
$10M |
| 4 |
Keysight
KEYS
|
$9.69M |
| 5 |
Revvity
RVTY
|
$2.34M |
Sector Composition
| 1 | Technology | 8.79% |
| 2 | Communication Services | 3.83% |
| 3 | Financials | 3.6% |
| 4 | Consumer Discretionary | 2.98% |
| 5 | Healthcare | 1.88% |
