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
$454M
AUM Growth
+$90.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$11.5M
3
+$9.89M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$3.34M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.18M

Top Sells

1
+$2.22M
2
+$2.02M
3
+$1.55M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.02M
5
BABA icon
Alibaba
BABA
+$816K

Sector Composition

1 Technology 24.39%
2 Healthcare 9.85%
3 Communication Services 6.19%
4 Financials 6.19%
5 Consumer Staples 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$641K 0.14%
1,820
-1
127
$639K 0.14%
33,912
+42
128
$623K 0.14%
7,504
129
$620K 0.14%
31,916
+1,546
130
$615K 0.14%
934
-200
131
$609K 0.13%
7,535
-16
132
$609K 0.13%
9,932
-1,955
133
$607K 0.13%
9,508
-742
134
$594K 0.13%
3,251
135
$566K 0.12%
5,404
-3,204
136
$566K 0.12%
4,841
-39
137
$552K 0.12%
2,546
+117
138
$546K 0.12%
8,612
+760
139
$545K 0.12%
41,911
+586
140
$541K 0.12%
+15,600
141
$540K 0.12%
41,273
142
$535K 0.12%
6,589
-1,916
143
$526K 0.12%
+15,950
144
$526K 0.12%
112,809
+609
145
$523K 0.12%
13,381
+4,554
146
$516K 0.11%
4,503
+238
147
$511K 0.11%
8,838
-277
148
$510K 0.11%
13,574
-15
149
$503K 0.11%
12,289
+6
150
$474K 0.1%
2,075
+300
4 5
6
7 8