BA
Bridgewater Advisors Portfolio holdings
AUM
$1.31B
This Quarter Return
-4.02%
1 Year Return
+15.11%
3 Year Return
+50.44%
5 Year Return
–
10 Year Return
–
AUM
$362M
AUM Growth
-$121M
(-25%)
Cap. Flow
-$105M
Cap. Flow
% of AUM
-29.15%
Top 10 Holdings %
Top 10 Hldgs %
50.4%
Holding
240
New
16
Increased
77
Reduced
19
Closed
114
Top Buys
| 1 |
Apple
AAPL
|
$6.27M |
| 2 |
Microsoft
MSFT
|
$4.13M |
| 3 |
Dimensional International Core Equity 2 ETF
DFIC
|
$3.85M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$2.3M |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
$2.05M |
Top Sells
| 1 |
West Fraser Timber
WFG
|
$83.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$3.61M |
| 3 |
ServiceNow
NOW
|
$2.95M |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
$2.5M |
| 5 |
Target
TGT
|
$2.42M |
Sector Composition
| 1 | Technology | 22.92% |
| 2 | Healthcare | 8.77% |
| 3 | Financials | 5.54% |
| 4 | Communication Services | 5.33% |
| 5 | Industrials | 3.02% |
