Bridgewater Associates, LP
Institutional investor · Portfolio as of Q1 2019
Top Holdings303 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD FTSE EMERGING MARKETS | 73.6M | $3.1B | 19.2% | $31.82 | +7.72% | 2 qtrssince 2018-Q4 | Increased 84 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 71.6M | $3.1B | 18.8% | $36.14 | +1.05% | 2 qtrssince 2018-Q4 | Increased 100 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 8M | $2.3B | 13.8% | $224.68 | +13.56% | 2 qtrssince 2018-Q4 | Increased 66 |
ISHARES CORE MSCI EMERGING | 41.1M | $2.1B | 13.0% | $41.13 | +3.12% | 2 qtrssince 2018-Q4 | Increased 100 |
ISHARES CORE S&P 500 ETF | 2.2M | $625.4M | 3.8% | $222.89 | +14.59% | 2 qtrssince 2018-Q4 | Decreased 0 |
SPDR GOLD TRUST | 4M | $491.5M | 3.0% | $121.09 | +0.76% | 2 qtrssince 2018-Q4 | Increased 59 |
ISHARES MSCI BRAZIL ETF | 9.3M | $382.2M | 2.3% | $26.14 | +0.78% | 2 qtrssince 2018-Q4 | Increased 86 |
ISHARES IBOXX INVESTMENT GRA | 2.6M | $312.2M | 1.9% | $86.48 | +5.90% | 2 qtrssince 2018-Q4 | Increased 51 |
ISHARES 20 PLUS YEAR TREASURY BD | 2.2M | $282.3M | 1.7% | $99.88 | +4.28% | 2 qtrssince 2018-Q4 | Increased 55 |
ISHR IBX USD HIYLD CB ETF-UI | 2.8M | $245.8M | 1.5% | $54.77 | +6.30% | 2 qtrssince 2018-Q4 | Increased 57 |
ISHARES MSCI SOUTH KOREA ETF | 3.8M | $229.7M | 1.4% | $51.94 | +2.64% | 2 qtrssince 2018-Q4 | Increased 55 |
ISHARES TR | 1.8M | $203.4M | 1.2% | $74.46 | +6.79% | 2 qtrssince 2018-Q4 | Increased 51 |
ISHARES MSCI EAFE ETF CL USD INC | 2.6M | $168.2M | 1.0% | $47.77 | +9.88% | 2 qtrssince 2018-Q4 | Increased 51 |
VANGUARD FTSE DEVELOPED ETF | 4.1M | $167.1M | 1.0% | $29.99 | +10.22% | 2 qtrssince 2018-Q4 | Increased 51 |
ISHARES TIPS BOND ETF | 1.4M | $158.1M | 1.0% | $88.28 | +2.48% | 2 qtrssince 2018-Q4 | Increased 55 |
ISHARES CORE MSCI EAFE ETF | 2.5M | $154.5M | 0.9% | $44.43 | +10.14% | 2 qtrssince 2018-Q4 | Increased 46 |
ISHARES | 11.6M | $143.7M | 0.9% | — | — | — | — |
BIOGEN IDEC INC | 240,378 | $56.8M | 0.3% | $247.29 | -4.41% | 2 qtrssince 2018-Q4 | Increased 57 |
BRISTOL-MYERS SQUIBB CO | 989,293 | $47.2M | 0.3% | $37.54 | -4.35% | 2 qtrssince 2018-Q4 | Increased 53 |
BREAD FINANCIAL HOLDINGS INC | 261,001 | $45.7M | 0.3% | $105.54 | +17.22% | 2 qtrssince 2018-Q4 | Decreased 0 |
Bridgewater Associates, LP manages $16.3B across 303 positions as of Q1 2019. Top holdings: VWO (19.2%), EEM (18.8%), SPY (13.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 85 new positions, 254 exits, 78 increased. Top move: EEM (INCREASED, conviction 100). Portfolio: $16.3B across 303 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer