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
126
$932K 0.08%
+8,992
127
$932K 0.08%
+4,299
128
$910K 0.08%
33,345
+1,169
129
$909K 0.08%
32,412
-520
130
$901K 0.08%
12,636
-381
131
$889K 0.08%
+8,989
132
$883K 0.08%
51,808
+523
133
$882K 0.08%
26,101
+88
134
$865K 0.07%
22,000
135
$863K 0.07%
+2,242
136
$862K 0.07%
+2,947
137
$842K 0.07%
+3,514
138
$835K 0.07%
32,567
-19,699
139
$822K 0.07%
+222
140
$817K 0.07%
+1,897
141
$813K 0.07%
+1,221
142
$808K 0.07%
+4,440
143
$804K 0.07%
18,414
-1,499
144
$802K 0.07%
+4,331
145
$791K 0.07%
+9,317
146
$784K 0.07%
13,000
147
$784K 0.07%
36,729
+144
148
$778K 0.07%
11,945
-447
149
$775K 0.07%
+1,628
150
$769K 0.07%
14,330
4 5
6
7 8