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
$1.31B
AUM Growth
+$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$6.9M
3
+$6.54M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.71M
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$5.57M

Top Sells

1
+$7.76M
2
+$7.2M
3
+$5.21M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$3.03M
5
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$1.67M

Sector Composition

1 Technology 12.59%
2 Financials 8.04%
3 Communication Services 4.68%
4 Consumer Discretionary 4.09%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PDP icon
101
Invesco Dorsey Wright Momentum ETF
PDP
$1.29B
$1.31M 0.1%
11,607
NVS icon
102
Novartis
NVS
$253B
$1.3M 0.1%
11,076
+67
DHR icon
103
Danaher
DHR
$156B
$1.29M 0.1%
6,248
-134
RY icon
104
Royal Bank of Canada
RY
$207B
$1.27M 0.1%
9,775
+18
AMD icon
105
Advanced Micro Devices
AMD
$404B
$1.26M 0.1%
7,103
+1,003
CVX icon
106
Chevron
CVX
$311B
$1.24M 0.09%
8,011
+926
CRM icon
107
Salesforce
CRM
$229B
$1.22M 0.09%
4,554
+331
PWR icon
108
Quanta Services
PWR
$63.7B
$1.22M 0.09%
2,987
+40
COIN icon
109
Coinbase
COIN
$76.3B
$1.21M 0.09%
3,269
-2,827
MMM icon
110
3M
MMM
$90.6B
$1.21M 0.09%
8,051
+89
QQQM icon
111
Invesco NASDAQ 100 ETF
QQQM
$63.9B
$1.2M 0.09%
5,144
KO icon
112
Coca-Cola
KO
$306B
$1.18M 0.09%
17,020
+627
UNH icon
113
UnitedHealth
UNH
$301B
$1.16M 0.09%
4,457
-173
NET icon
114
Cloudflare
NET
$74.8B
$1.16M 0.09%
5,817
+21
VGK icon
115
Vanguard FTSE Europe ETF
VGK
$27.9B
$1.15M 0.09%
14,901
-147
NEE icon
116
NextEra Energy
NEE
$175B
$1.14M 0.09%
15,900
+531
CSX icon
117
CSX Corp
CSX
$65B
$1.14M 0.09%
32,461
+49
IESC icon
118
IES Holdings
IESC
$7.12B
$1.14M 0.09%
3,343
PM icon
119
Philip Morris
PM
$242B
$1.14M 0.09%
6,981
+260
TMO icon
120
Thermo Fisher Scientific
TMO
$218B
$1.13M 0.09%
2,350
+140
VEA icon
121
Vanguard FTSE Developed Markets ETF
VEA
$180B
$1.13M 0.09%
19,748
-2,923
SHOP icon
122
Shopify
SHOP
$191B
$1.12M 0.09%
9,010
+21
DXCM icon
123
DexCom
DXCM
$23.3B
$1.12M 0.09%
12,585
-51
GE icon
124
GE Aerospace
GE
$321B
$1.07M 0.08%
3,958
+129
ADBE icon
125
Adobe
ADBE
$140B
$1.06M 0.08%
2,859
-19
3 4
5
6 7