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
$119M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$5.3M
3
+$4.46M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.87M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.79M

Top Sells

1
+$1.91M
2
+$1.73M
3
+$1.32M
4
SEB icon
Seaboard Corp
SEB
+$1.08M
5
C icon
Citigroup
C
+$275K

Sector Composition

1 Consumer Staples 12.66%
2 Energy 10.17%
3 Healthcare 7.51%
4 Technology 7.19%
5 Financials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.31M 7.8%
177,828
+3,900
2
$7.23M 6.05%
106,090
+65,416
3
$5.31M 4.44%
+343,155
4
$5.3M 4.44%
+97,590
5
$4.3M 3.6%
42,736
-77
6
$4.1M 3.43%
40,282
-2,096
7
$3.38M 2.83%
32,320
-623
8
$3.14M 2.63%
108,597
-1,695
9
$3.08M 2.57%
24,025
10
$2.78M 2.33%
23,972
-1,110
11
$2.76M 2.31%
47,924
-502
12
$2.69M 2.25%
34,524
13
$2.5M 2.09%
33,702
-1,580
14
$2.32M 1.94%
39,790
-635
15
$2.31M 1.94%
55,493
-1,060
16
$2.3M 1.92%
23,374
-248
17
$2.2M 1.84%
12,694
+19
18
$2.17M 1.82%
26,315
-10
19
$2.05M 1.71%
17,772
-209
20
$2.04M 1.7%
47,070
-371
21
$1.89M 1.58%
1,409
+1,400
22
$1.88M 1.57%
24,748
-810
23
$1.79M 1.5%
+34,932
24
$1.68M 1.41%
15,479
-234
25
$1.54M 1.29%
42,451
-380
1
2 3 4 5