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
201
$294K 0.06%
19,500
202
$290K 0.06%
1,086
-73
203
$287K 0.06%
2,006
+1
204
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18,300
+2,719
205
$283K 0.06%
49,000
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206
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207
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7,959
208
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209
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4,130
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210
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-113
211
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7,015
212
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811
213
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6,075
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214
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5,801
215
$257K 0.06%
1,825
216
$256K 0.06%
4,713
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217
$256K 0.06%
3,878
218
$254K 0.06%
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219
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220
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1,204
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221
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529
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222
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657
223
$239K 0.05%
905
224
$239K 0.05%
+1,672
225
$229K 0.05%
3,786
-733
7 8
9
10 11