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BA

Bridgewater Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$11.4M
3
+$8.67M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$8.45M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.65M

Top Sells

1
+$11.6M
2
+$9.58M
3
+$5.98M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$5.34M
5
COOP
Mr. Cooper
COOP
+$4.08M

Sector Composition

1 Technology 12.44%
2 Financials 7.17%
3 Communication Services 4.5%
4 Consumer Discretionary 3.81%
5 Healthcare 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$91.5M 6.35%
1,808,071
-118,030
2
$79.4M 5.51%
1,100,651
+26,095
3
$70.4M 4.88%
647,503
+51,184
4
$69.3M 4.8%
826,583
+101,626
5
$68.6M 4.76%
208,227
+21,063
6
$53.5M 3.71%
+987,398
7
$52.2M 3.62%
193,436
-1,163
8
$44.5M 3.09%
1,222,944
+152,739
9
$37.9M 2.63%
480,389
+38,372
10
$35.2M 2.44%
52,458
+1,175
11
$35.1M 2.44%
70,660
-556
12
$33.4M 2.32%
656,953
+37,145
13
$31.5M 2.18%
841,330
+75,522
14
$30.6M 2.12%
934,450
-167,319
15
$27.6M 1.91%
146,640
+4,628
16
$27.2M 1.89%
44,497
+1,192
17
$20.6M 1.43%
675,038
-96,559
18
$19.7M 1.37%
69,159
-2,997
19
$18.9M 1.31%
40,170
-25,811
20
$17.4M 1.21%
342,969
+230,028
21
$17.2M 1.19%
70,811
+1,623
22
$16.5M 1.15%
26,715
-1,334
23
$13.4M 0.93%
42,869
-300
24
$13.3M 0.92%
47,622
-4,392
25
$12.7M 0.88%
91,576
+911
1
2 3 4 5