BA

Bridgewater Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$11.7M
3
+$6.11M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$5.48M
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$4.3M

Top Sells

1
+$6.81M
2
+$3.91M
3
+$2.36M
4
ATCO
Atlas Corp.
ATCO
+$2.35M
5
AMZN icon
Amazon
AMZN
+$2.24M

Sector Composition

1 Technology 17.38%
2 Healthcare 7.93%
3 Financials 4.16%
4 Communication Services 3.19%
5 Energy 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-14,556
127
– –
-15,356
128
– –
-65,177
129
– –
-10,500
130
– –
-24,768
131
– –
-10,337
132
– –
-51,250
2 3 4 5
6