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
$958M
AUM Growth
+$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$15.6M
3
+$9.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$7.02M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$4.54M

Top Sells

1
+$20.4M
2
+$16.9M
3
+$3M
4
SONY icon
Sony
SONY
+$2.07M
5
UFPI icon
UFP Industries
UFPI
+$2.03M

Sector Composition

1 Technology 11.7%
2 Financials 5.9%
3 Communication Services 4.7%
4 Consumer Discretionary 3.08%
5 Healthcare 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$669K 0.07%
29,055
-25,300
102
$665K 0.07%
17,685
-15,700
103
$664K 0.07%
14,330
-17,550
104
$649K 0.07%
190,996
+8,914
105
$637K 0.07%
17,509
-220
106
$612K 0.06%
15,987
+4,014
107
$580K 0.06%
14,650
-500
108
$573K 0.06%
13,324
-757
109
$568K 0.06%
10,381
+286
110
$524K 0.05%
26,337
-103,883
111
$517K 0.05%
11,225
-11
112
$478K 0.05%
16,428
+767
113
$477K 0.05%
18,458
-20,332
114
$476K 0.05%
24,774
+9,414
115
$474K 0.05%
+31,093
116
$460K 0.05%
14,279
+13
117
$460K 0.05%
12,681
-42
118
$457K 0.05%
76,102
119
$448K 0.05%
71,077
-3,441
120
$396K 0.04%
33,516
+780
121
$394K 0.04%
67,770
122
$380K 0.04%
11,863
-213
123
$346K 0.04%
24,180
+314
124
$325K 0.03%
24,950
125
$304K 0.03%
42,989
-48
2 3 4
5
6