BA

Bridgewater Advisors Portfolio holdings

AUM $1.44B
1-Year Est. Return 17.03%
This Quarter Est. Return
1 Year Est. Return
+17.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.62M
3
+$8.33M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$7.2M
5
NOW icon
ServiceNow
NOW
+$6.12M

Top Sells

1
+$10.3M
2
+$9.13M
3
+$7.18M
4
SNX icon
TD Synnex
SNX
+$1.57M
5
TTD icon
Trade Desk
TTD
+$1.21M

Sector Composition

1 Technology 11.6%
2 Financials 8.28%
3 Communication Services 4.41%
4 Consumer Discretionary 3.81%
5 Healthcare 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$571K 0.05%
32,513
+1,905
202
$569K 0.05%
+7,500
203
$564K 0.05%
+424
204
$561K 0.05%
+1,113
205
$559K 0.05%
+5,205
206
$559K 0.05%
+20,296
207
$556K 0.05%
5,929
-9,736
208
$543K 0.05%
+6,679
209
$541K 0.05%
+8,044
210
$539K 0.05%
+9,372
211
$535K 0.05%
77,288
+6,211
212
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+3,661
213
$530K 0.05%
15,627
-1,882
214
$528K 0.05%
+5,193
215
$524K 0.05%
+5,610
216
$520K 0.05%
92,770
+25,000
217
$512K 0.04%
+8,200
218
$510K 0.04%
+6,424
219
$510K 0.04%
+1,930
220
$506K 0.04%
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221
$505K 0.04%
+826
222
$505K 0.04%
+1,979
223
$497K 0.04%
+4,345
224
$496K 0.04%
+8,024
225
$493K 0.04%
171,842
-19,154
7 8
9
10 11