Bridgewater Associates, LP
Institutional investor · Portfolio as of Q4 2022
Top Holdings820 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 2.1M | $793.2M | 4.3% | $361.90 | +1.78% | 17 qtrssince 2018-Q4 | Increased 68 |
PROCTER & GAMBLE CO/THE | 5M | $757.1M | 4.1% | $124.90 | +10.05% | 10 qtrssince 2020-Q3 | Decreased 0 |
ISHARES CORE MSCI EMERGING | 14.6M | $679.6M | 3.7% | $51.11 | -16.47% | 17 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 3.6M | $630.3M | 3.4% | $145.74 | +10.65% | 10 qtrssince 2020-Q3 | Decreased 0 |
PEPSICO INC | 3M | $545.7M | 3.0% | $134.15 | +21.97% | 10 qtrssince 2020-Q3 | Decreased 0 |
VANGUARD FTSE EMERGING MARKETS | 13.8M | $539M | 2.9% | $38.97 | -9.10% | 17 qtrssince 2018-Q4 | Decreased 0 |
COCA-COLA CO/THE | 8.4M | $535.7M | 2.9% | $48.65 | +19.47% | 10 qtrssince 2020-Q3 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.4M | $525.5M | 2.9% | $242.64 | +51.51% | 17 qtrssince 2018-Q4 | Decreased 0 |
WALMART INC | 3.4M | $482.1M | 2.6% | $43.87 | +3.87% | 10 qtrssince 2020-Q3 | Decreased 0 |
COSTCO WHOLESALE CORP | 937,521 | $428M | 2.3% | $408.04 | +6.90% | 12 qtrssince 2020-Q1 | Decreased 0 |
MCDONALDS CORP | 1.6M | $416.1M | 2.3% | $211.40 | +16.30% | 10 qtrssince 2020-Q3 | Decreased 0 |
PDD HOLDINGS INC | 3.6M | $297.3M | 1.6% | $65.72 | +24.09% | 15 qtrssince 2019-Q2 | Decreased 0 |
STARBUCKS CORP | 2.6M | $259.1M | 1.4% | $90.27 | +0.37% | 12 qtrssince 2020-Q1 | Decreased 0 |
CVS HEALTH CORPORATION | 2.7M | $255.3M | 1.4% | $75.56 | +7.46% | 12 qtrssince 2020-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 2.2M | $243.8M | 1.3% | $104.74 | -2.92% | 10 qtrssince 2020-Q3 | Decreased 0 |
SPDR GOLD TRUST | 1.2M | $208.1M | 1.1% | $142.10 | +19.38% | 17 qtrssince 2018-Q4 | Decreased 0 |
MONDELEZ INTERNATIONAL INC-A | 2.9M | $192.4M | 1.1% | $53.68 | +14.56% | 5 qtrssince 2021-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 838,784 | $174.3M | 1.0% | $188.11 | +7.33% | 8 qtrssince 2021-Q1 | Decreased 0 |
COLGATE-PALMOLIVE CO | 1.9M | $149.1M | 0.8% | $70.29 | +2.52% | 10 qtrssince 2020-Q3 | Decreased 0 |
PFIZER INC | 2.7M | $140.2M | 0.8% | $40.77 | +0.47% | 8 qtrssince 2021-Q1 | Decreased 0 |
Bridgewater Associates, LP manages $18.3B across 820 positions as of Q4 2022. Top holdings: IVV (4.3%), PG (4.1%), IEMG (3.7%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 87 new positions, 133 exits, 266 increased. Top move: IVV (INCREASED, conviction 68). Portfolio: $18.3B across 820 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer