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
151
$411K 0.11%
1
152
$404K 0.11%
13,589
+89
153
$404K 0.11%
1,635
154
$399K 0.11%
4,225
155
$390K 0.11%
3,398
+6
156
$389K 0.11%
3,387
157
$389K 0.11%
2,369
158
$380K 0.1%
2,422
+1
159
$372K 0.1%
5,050
-60
160
$371K 0.1%
16,232
+328
161
$370K 0.1%
4,563
162
$367K 0.1%
3,726
+70
163
$363K 0.1%
1,432
-2
164
$361K 0.1%
17,679
+885
165
$360K 0.1%
7,897
166
$359K 0.1%
24,394
-26,821
167
$353K 0.1%
2,445
168
$353K 0.1%
1,203
+33
169
$348K 0.1%
22,500
170
$346K 0.1%
4,024
-44
171
$345K 0.09%
2,680
+26
172
$342K 0.09%
6,334
+68
173
$331K 0.09%
+8,827
174
$329K 0.09%
5,780
+12
175
$329K 0.09%
+5,127
5 6
7
8 9