Bridgewater Associates, LP
Institutional investor · Portfolio as of Q4 2021
Top Holdings731 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.9M | $894.5M | 5.2% | $242.64 | +85.63% | 13 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 5.2M | $848.8M | 4.9% | $121.42 | +19.22% | 6 qtrssince 2020-Q3 | Increased 65 |
VANGUARD FTSE EMERGING MARKETS | 16.8M | $831.2M | 4.8% | $38.23 | +13.27% | 13 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 3.1M | $530.1M | 3.1% | $127.45 | +19.52% | 6 qtrssince 2020-Q3 | Increased 65 |
JOHNSON & JOHNSON | 3.1M | $529.9M | 3.1% | $139.26 | +10.05% | 6 qtrssince 2020-Q3 | Increased 65 |
COSTCO WHOLESALE CORP | 915,635 | $519.8M | 3.0% | $365.38 | +47.48% | 8 qtrssince 2020-Q1 | Increased 62 |
COCA-COLA CO/THE | 8.7M | $514.6M | 3.0% | $45.82 | +13.86% | 6 qtrssince 2020-Q3 | Increased 56 |
ALIBABA GROUP HOLDING-SP ADR | 4.3M | $507M | 2.9% | $159.06 | -26.57% | 13 qtrssince 2018-Q4 | Increased 68 |
ISHARES CORE MSCI EMERGING | 8.3M | $496.4M | 2.9% | $51.88 | +3.13% | 13 qtrssince 2018-Q4 | Decreased 0 |
MCDONALDS CORP | 1.7M | $449.7M | 2.6% | $204.79 | +19.07% | 6 qtrssince 2020-Q3 | Increased 61 |
ISHARES MSCI EMERGING MARKETS INDEX FUND | 8.9M | $435.3M | 2.5% | $44.96 | -0.95% | 13 qtrssince 2018-Q4 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 873,622 | $416.7M | 2.4% | $338.61 | +33.25% | 13 qtrssince 2018-Q4 | Increased 57 |
WALMART INC | 2.8M | $409.7M | 2.4% | $43.47 | +4.20% | 6 qtrssince 2020-Q3 | Decreased 0 |
SPDR GOLD TRUST | 2.3M | $391.2M | 2.3% | $142.10 | +19.50% | 13 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 2.2M | $307.3M | 1.8% | $105.55 | +21.45% | 6 qtrssince 2020-Q3 | Increased 57 |
STARBUCKS CORP | 2.6M | $299.5M | 1.7% | $92.78 | +12.47% | 8 qtrssince 2020-Q1 | Increased 55 |
TARGET CORP | 1M | $242.7M | 1.4% | $170.03 | +16.88% | 8 qtrssince 2020-Q1 | Increased 53 |
ESTEE LAUDER COMPANIES-CL A | 512,559 | $189.7M | 1.1% | $254.49 | +35.28% | 6 qtrssince 2020-Q3 | Decreased 0 |
JD.COM INC-ADR | 2.7M | $186.5M | 1.1% | $58.23 | +9.70% | 13 qtrssince 2018-Q4 | Increased 62 |
COLGATE-PALMOLIVE CO | 1.9M | $162.1M | 0.9% | $71.69 | +6.31% | 6 qtrssince 2020-Q3 | Increased 49 |
Bridgewater Associates, LP manages $17.2B across 731 positions as of Q4 2021. Top holdings: SPY (5.2%), PG (4.9%), VWO (4.8%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 137 new positions, 89 exits, 299 increased. Top move: BABA (INCREASED, conviction 68). Portfolio: $17.2B across 731 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