Bridgewater Associates, LP
Institutional investor · Portfolio as of Q4 2018
Top Holdings472 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD FTSE EMERGING MARKETS | 50.8M | $1.9B | 17.7% | $30.72 | 0.00% | 1 qtr | New 98 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 7.5M | $1.9B | 17.2% | $222.81 | 0.00% | 1 qtr | New 98 |
ISHARES CORE MSCI EMERGING | 14.4M | $678.8M | 6.2% | $38.75 | 0.00% | 1 qtr | New 97 |
ISHARES CORE S&P 500 ETF | 2.2M | $555M | 5.1% | $222.89 | 0.00% | 1 qtr | New 97 |
SPDR GOLD TRUST | 3.9M | $474M | 4.3% | $121.06 | 0.00% | 1 qtr | New 87 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 8.7M | $338.2M | 3.1% | $33.39 | 0.00% | 1 qtr | New 86 |
ISHARES IBOXX INVESTMENT GRA | 2.5M | $283M | 2.6% | $86.25 | 0.00% | 1 qtr | New 80 |
ISHARES 20 PLUS YEAR TREASURY BD | 2M | $237.5M | 2.2% | $99.27 | 0.00% | 1 qtr | New 79 |
ISHARES MSCI SOUTH KOREA ETF | 3.3M | $195M | 1.8% | $51.75 | 0.00% | 1 qtr | New 70 |
ISHR IBX USD HIYLD CB ETF-UI | 2.4M | $193.5M | 1.8% | $54.11 | 0.00% | 1 qtr | New 70 |
ISHARES TR | 1.8M | $182.9M | 1.7% | $74.21 | 0.00% | 1 qtr | New 70 |
ISHARES MSCI EAFE ETF CL USD INC | 2.4M | $143.9M | 1.3% | $47.49 | 0.00% | 1 qtr | New 69 |
VANGUARD FTSE DEVELOPED ETF | 3.9M | $143.4M | 1.3% | $29.81 | 0.00% | 1 qtr | New 69 |
ISHARES | 11.3M | $139.1M | 1.3% | — | — | — | — |
ISHARES CORE MSCI EAFE ETF | 2.4M | $131.3M | 1.2% | $44.14 | 0.00% | 1 qtr | New 69 |
ISHARES TIPS BOND ETF | 1M | $114.7M | 1.0% | $87.55 | 0.00% | 1 qtr | New 69 |
BREAD FINANCIAL HOLDINGS INC | 498,586 | $74.8M | 0.7% | $105.54 | 0.00% | 1 qtr | New 58 |
CIMAREX ENERGY CO | 1.1M | $68.2M | 0.6% | — | — | 1 qtr | New 58 |
UNITED STATES STEEL CORP | 3.7M | $66.9M | 0.6% | — | — | 1 qtr | New 58 |
INTERNATIONAL PAPER CO | 1.5M | $59.7M | 0.5% | $27.51 | 0.00% | 1 qtr | New 57 |
Bridgewater Associates, LP manages $10.9B across 472 positions as of Q4 2018. Top holdings: VWO (17.7%), SPY (17.2%), IEMG (6.2%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 472 new positions, 0 exits, 0 increased. Top move: VWO (NEW, conviction 98). Portfolio: $10.9B across 472 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
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer