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Thomas Smyth

@Bridgewater Advisors Inc.

Latest period2024 - Q4ReportedManaged Assets$958MTotal holdings129
Assets growth rate0.42%Assets growth rate (2-Q avg)9.24%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Bridgewater Advisors Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 129 positions.

Assets under management

The assets under management (AUM) of Bridgewater Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 958M in assets, with a quarterly growth rate of 0.42% and a 2-quarter average growth rate of 9.24%. The portfolio is managed by Thomas Smyth, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
UNPUnion Pac Corp
Recent Activity
Exited
0%
$3.002M
12,942 shares@ $232.0 avg price
UFPIUfp Industries Inc
Recent Activity
Exited
0%
$2.029M
16,487 shares@ $123.04 avg price
EDENIshares Tr
Recent Activity
Exited
0%
$1.747M
14,575 shares@ $119.87 avg price
IPGInterpublic Group Cos Inc
Recent Activity
Exited
0%
$1.263M
42,050 shares@ $30.03 avg price
NKENike Inc
Recent Activity
Exited
0%
$867,553
11,066 shares@ $78.4 avg price
AZNAstrazeneca Plc
Recent Activity
Exited
0%
$777,284
10,333 shares@ $75.23 avg price
NBHNeuberger Berman Mun Fd Inc
Recent Activity
Exited
0%
$442,338
41,186 shares@ $10.75 avg price
WOLFWolfspeed Inc
Recent Activity
Exited
0%
$371,001
24,013 shares@ $15.46 avg price
NZFNuveen Municipal Credit Inc
Recent Activity
Exited
0%
$351,538
28,123 shares@ $12.51 avg price
HALHalliburton Co
Recent Activity
Exited
0%
$288,024
10,466 shares@ $27.52 avg price