BA

Bridgewater Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$660M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$9.26M
3
+$6.4M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.64M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$2.67M

Top Sells

1
+$51.4M
2
+$9.54M
3
+$4.45M
4
BG icon
Bunge Global
BG
+$1.47M
5
NKE icon
Nike
NKE
+$986K

Sector Composition

1 Materials 14.48%
2 Technology 12.89%
3 Healthcare 3.86%
4 Financials 3.35%
5 Communication Services 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-26,257
102
– –
-10,414
103
– –
-92,740
104
– –
-13,600
105
– –
-899,036
106
– –
-38,027
107
– –
-76,000
108
– –
-10,660
109
– –
-13,597
1 2 3 4
5