Bridgewater Associates, LP
Institutional investor · Portfolio as of Q3 2022
Top Holdings866 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
PROCTER & GAMBLE CO/THE | 6.6M | $835.2M | 4.2% | $124.90 | -8.98% | 9 qtrssince 2020-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 4.7M | $769.8M | 3.9% | $145.74 | +2.39% | 9 qtrssince 2020-Q3 | Increased 63 |
PEPSICO INC | 4M | $656.5M | 3.3% | $134.15 | +11.79% | 9 qtrssince 2020-Q3 | Increased 61 |
COCA-COLA CO/THE | 11.5M | $642.4M | 3.3% | $48.65 | +5.51% | 9 qtrssince 2020-Q3 | Increased 61 |
ISHARES CORE MSCI EMERGING | 14.9M | $640.4M | 3.2% | $51.11 | -23.85% | 16 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 1.8M | $630.7M | 3.2% | $360.78 | -3.60% | 16 qtrssince 2018-Q4 | Increased 60 |
COSTCO WHOLESALE CORP | 1.2M | $566.5M | 2.9% | $408.04 | +10.40% | 11 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 14.8M | $538.8M | 2.7% | $38.97 | -16.16% | 16 qtrssince 2018-Q4 | Decreased 0 |
WALMART INC | 4M | $522.7M | 2.6% | $43.87 | -3.50% | 9 qtrssince 2020-Q3 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.5M | $522.7M | 2.6% | $242.64 | +43.07% | 16 qtrssince 2018-Q4 | Decreased 0 |
MCDONALDS CORP | 2.1M | $487.7M | 2.5% | $211.40 | +2.87% | 9 qtrssince 2020-Q3 | Increased 55 |
PDD HOLDINGS INC | 5.1M | $317.1M | 1.6% | $65.72 | -7.53% | 14 qtrssince 2019-Q2 | Increased 51 |
ABBOTT LABORATORIES | 3.1M | $298M | 1.5% | $104.74 | -14.84% | 9 qtrssince 2020-Q3 | Increased 54 |
CVS HEALTH CORPORATION | 3.1M | $293.7M | 1.5% | $75.56 | +9.31% | 11 qtrssince 2020-Q1 | Decreased 0 |
STARBUCKS CORP | 3M | $252.6M | 1.3% | $90.27 | -15.24% | 11 qtrssince 2020-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.2M | $216.2M | 1.1% | $188.11 | -8.43% | 7 qtrssince 2021-Q1 | Increased 78 |
SPDR GOLD TRUST | 1.3M | $201.4M | 1.0% | $142.10 | +8.84% | 16 qtrssince 2018-Q4 | Decreased 0 |
MONDELEZ INTERNATIONAL INC-A | 3.4M | $189.1M | 1.0% | $53.68 | -3.16% | 4 qtrssince 2021-Q4 | Increased 69 |
TARGET CORP | 1.3M | $187.5M | 0.9% | $165.06 | -21.66% | 11 qtrssince 2020-Q1 | Decreased 0 |
COLGATE-PALMOLIVE CO | 2.4M | $170.7M | 0.9% | $70.29 | -9.19% | 9 qtrssince 2020-Q3 | Increased 46 |
Bridgewater Associates, LP manages $19.8B across 866 positions as of Q3 2022. Top holdings: PG (4.2%), JNJ (3.9%), PEP (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 61 new positions, 180 exits, 301 increased. Top move: V (INCREASED, conviction 78). Portfolio: $19.8B across 866 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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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