BWFM
Bridgewater Wealth & Financial Management Portfolio holdings
AUM
$251M
This Quarter Return
+5.39%
1 Year Return
+19.36%
3 Year Return
+30.93%
5 Year Return
–
10 Year Return
–
AUM
$246M
AUM Growth
–
Cap. Flow
+$246M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.49%
Holding
95
New
95
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
ESRX
Express Scripts Holding Company
ESRX
|
$13.2M |
| 2 |
Chipotle Mexican Grill
CMG
|
$12.1M |
| 3 |
VF Corp
VFC
|
$9.47M |
| 4 |
McCormick & Company Non-Voting
MKC
|
$8.89M |
| 5 |
Under Armour
UAA
|
$8.66M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 16.52% |
| 2 | Healthcare | 15.26% |
| 3 | Consumer Staples | 12.21% |
| 4 | Technology | 7.4% |
| 5 | Financials | 5.48% |
