BA

Bridgewater Advisors Portfolio holdings

AUM $1.44B
1-Year Est. Return 17.03%
This Quarter Est. Return
1 Year Est. Return
+17.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.62M
3
+$8.33M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$7.2M
5
NOW icon
ServiceNow
NOW
+$6.12M

Top Sells

1
+$10.3M
2
+$9.13M
3
+$7.18M
4
SNX icon
TD Synnex
SNX
+$1.57M
5
TTD icon
Trade Desk
TTD
+$1.21M

Sector Composition

1 Technology 11.6%
2 Financials 8.28%
3 Communication Services 4.41%
4 Consumer Discretionary 3.81%
5 Healthcare 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.2M 0.1%
22,671
-2,135
102
$1.19M 0.1%
16,393
+1,230
103
$1.17M 0.1%
+9,757
104
$1.16M 0.1%
11,607
105
$1.15M 0.1%
+5,196
106
$1.14M 0.1%
+6,721
107
$1.14M 0.1%
+17,769
108
$1.13M 0.1%
+4,223
109
$1.11M 0.1%
+8,830
110
$1.1M 0.1%
+7,962
111
$1.1M 0.1%
15,048
+272
112
$1.08M 0.09%
+3,925
113
$1.07M 0.09%
+2,878
114
$1.05M 0.09%
16,619
-2,162
115
$1.03M 0.09%
15,369
+430
116
$1.01M 0.09%
+5,144
117
$1.01M 0.09%
+1,616
118
$987K 0.09%
+3,338
119
$987K 0.09%
+9,610
120
$987K 0.09%
+7,085
121
$967K 0.08%
+6,866
122
$960K 0.08%
+1,952
123
$953K 0.08%
83,043
-84,382
124
$949K 0.08%
+7,066
125
$945K 0.08%
+2,210
3 4
5
6 7