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
201
$266K 0.07%
7,959
-249
202
$266K 0.07%
2,005
+16
203
$260K 0.07%
15,905
204
$257K 0.07%
2,323
205
$256K 0.07%
5,903
-115
206
$256K 0.07%
7,015
-17
207
$252K 0.07%
1,570
+52
208
$252K 0.07%
627
209
$251K 0.07%
+2,100
210
$246K 0.07%
1,000
211
$245K 0.07%
1,265
+15
212
$244K 0.07%
2,970
-2
213
$244K 0.07%
+15,581
214
$243K 0.07%
2,395
-4
215
$242K 0.07%
4,678
+6
216
$240K 0.07%
+5,801
217
$235K 0.06%
+811
218
$234K 0.06%
1,220
+13
219
$234K 0.06%
3,784
+42
220
$232K 0.06%
3,705
+165
221
$232K 0.06%
1,825
222
$231K 0.06%
+3,878
223
$230K 0.06%
13,767
224
$229K 0.06%
+4,195
225
$222K 0.06%
657
-10
6 7 8
9
10