Bridgewater Associates, LP
Institutional investor · Portfolio as of Q2 2019
Top Holdings305 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD FTSE EMERGING MARKETS | 47.6M | $2B | 15.9% | $31.82 | +8.54% | 3 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 6.8M | $2B | 15.6% | $224.68 | +18.37% | 3 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE MSCI EMERGING | 23.3M | $1.2B | 9.4% | $41.13 | +3.60% | 3 qtrssince 2018-Q4 | Decreased 0 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 25.7M | $1.1B | 8.7% | $36.14 | +1.79% | 3 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 2.2M | $644.6M | 5.1% | $222.89 | +19.42% | 3 qtrssince 2018-Q4 | Decreased 0 |
SPDR GOLD TRUST | 4.1M | $540.3M | 4.2% | $121.17 | +9.92% | 3 qtrssince 2018-Q4 | Increased 58 |
ISHARES MSCI BRAZIL ETF | 9.4M | $412.3M | 3.2% | $26.16 | +8.74% | 3 qtrssince 2018-Q4 | Increased 58 |
ISHARES IBOXX INVESTMENT GRA | 2.6M | $327.7M | 2.6% | $86.52 | +11.56% | 3 qtrssince 2018-Q4 | Increased 53 |
ISHR IBX USD HIYLD CB ETF-UI | 3.2M | $281M | 2.2% | $55.33 | +7.50% | 3 qtrssince 2018-Q4 | Increased 60 |
ISHARES 20 PLUS YEAR TREASURY BD | 2M | $265.9M | 2.1% | $99.88 | +10.22% | 3 qtrssince 2018-Q4 | Decreased 0 |
ISHARES MSCI SOUTH KOREA ETF | 3.6M | $213.7M | 1.7% | $51.94 | +0.81% | 3 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 1.8M | $203.9M | 1.6% | $74.46 | +11.30% | 3 qtrssince 2018-Q4 | Decreased 0 |
ISHARES MSCI EAFE ETF CL USD INC | 2.6M | $168.7M | 1.3% | $47.77 | +13.75% | 3 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 4M | $168.7M | 1.3% | $29.99 | +13.75% | 3 qtrssince 2018-Q4 | Decreased 0 |
ISHARES | 11.7M | $157.7M | 1.2% | — | — | — | — |
ISHARES CORE MSCI EAFE ETF | 2.5M | $154.3M | 1.2% | $44.43 | +13.52% | 3 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TIPS BOND ETF | 1.3M | $149.6M | 1.2% | $88.28 | +5.29% | 3 qtrssince 2018-Q4 | Decreased 0 |
ISHARES MSCI INDIA ETF | 3M | $106.1M | 0.8% | $32.71 | +0.01% | 2 qtrssince 2019-Q1 | Increased 68 |
BREAD FINANCIAL HOLDINGS INC | 543,560 | $76.2M | 0.6% | $102.40 | -2.84% | 3 qtrssince 2018-Q4 | Increased 68 |
BIOGEN IDEC INC | 248,933 | $58.2M | 0.5% | $246.83 | -5.25% | 3 qtrssince 2018-Q4 | Increased 36 |
Bridgewater Associates, LP manages $12.8B across 305 positions as of Q2 2019. Top holdings: VWO (15.9%), SPY (15.6%), IEMG (9.4%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 78 new positions, 76 exits, 108 increased. Top move: INDA (INCREASED, conviction 68). Portfolio: $12.8B across 305 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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