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
176
$324K 0.09%
+435
177
$320K 0.09%
2,140
+140
178
$319K 0.09%
47,000
179
$317K 0.09%
4,519
-20
180
$317K 0.09%
+5,910
181
$316K 0.09%
4,601
+55
182
$315K 0.09%
45,087
-37,659
183
$310K 0.09%
2,291
+326
184
$309K 0.09%
1,909
+24
185
$308K 0.08%
1,690
+2
186
$307K 0.08%
4,850
+44
187
$306K 0.08%
1,159
188
$305K 0.08%
1,950
189
$301K 0.08%
39,500
+7,000
190
$300K 0.08%
3,601
-284
191
$300K 0.08%
19,500
192
$297K 0.08%
2,048
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193
$293K 0.08%
1,070
-53
194
$290K 0.08%
28,954
195
$286K 0.08%
2,522
+16
196
$286K 0.08%
4,355
197
$282K 0.08%
784
+3
198
$273K 0.08%
2,850
-14,941
199
$271K 0.07%
5,928
200
$269K 0.07%
2,493
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