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
151
$465K 0.1%
2,008
-492
152
$459K 0.1%
5,725
+675
153
$457K 0.1%
3,142
-175
154
$455K 0.1%
15,360
-1,839
155
$451K 0.1%
1
156
$443K 0.1%
16,820
+588
157
$436K 0.1%
2,768
+88
158
$436K 0.1%
1,635
159
$433K 0.1%
7,626
-119
160
$428K 0.09%
8,877
161
$418K 0.09%
3,663
-63
162
$412K 0.09%
50,037
163
$406K 0.09%
4,563
164
$400K 0.09%
2,850
165
$400K 0.09%
2,393
+24
166
$396K 0.09%
1,351
-81
167
$391K 0.09%
+10,900
168
$371K 0.08%
3,991
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169
$367K 0.08%
7,897
170
$361K 0.08%
24,394
171
$358K 0.08%
+3,383
172
$357K 0.08%
5,394
+544
173
$357K 0.08%
2,140
174
$354K 0.08%
4,117
+93
175
$353K 0.08%
25,200
-10,000
5 6
7
8 9