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
$363M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$18.3M
3
+$9.86M
4
HPE icon
Hewlett Packard
HPE
+$8.98M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.97M

Top Sells

1
+$4.15M
2
+$2.35M
3
+$1.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.67M
5
FMC icon
FMC
FMC
+$1.6M

Sector Composition

1 Technology 23.97%
2 Healthcare 11.5%
3 Communication Services 7.62%
4 Financials 7.39%
5 Consumer Staples 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$587K 0.16%
7,504
+1,391
127
$586K 0.16%
33,870
-1,302
128
$565K 0.16%
27,500
-1,000
129
$565K 0.16%
35,200
+3,000
130
$556K 0.15%
1,775
-1,250
131
$551K 0.15%
+41,273
132
$543K 0.15%
41,325
133
$542K 0.15%
3,251
134
$541K 0.15%
2,429
+137
135
$538K 0.15%
4,880
+464
136
$524K 0.14%
17,199
+118
137
$513K 0.14%
7,551
-10
138
$510K 0.14%
12,283
+2
139
$509K 0.14%
1,821
+183
140
$499K 0.14%
9,115
-1,118
141
$495K 0.14%
15,305
+300
142
$491K 0.14%
3,242
+15
143
$485K 0.13%
4,265
144
$479K 0.13%
50,037
+10,000
145
$466K 0.13%
3,317
146
$449K 0.12%
2,995
147
$446K 0.12%
7,745
-36
148
$443K 0.12%
8,850
+100
149
$427K 0.12%
7,852
+40
150
$412K 0.11%
8,877
+189
4 5
6
7 8