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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
MSFTMicrosoft Corp
Recent Activity
Increased 0.74%
2.94%
$28.139M
67,695 shares@ $415.67 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -1.97%
2.6%
$24.905M
490,652 shares@ $50.76 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Decreased -1.47%
2.36%
$22.606M
53,171 shares@ $425.15 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Increased 28.06%
2.17%
$20.734M
340,063 shares@ $60.97 avg price
DUHPDimensional Etf Trust
Recent Activity
Increased 26.24%
2.03%
$19.415M
576,469 shares@ $33.69 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 612.98%
1.9%
$18.184M
627,252 shares@ $28.99 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.16%
1.69%
$16.177M
122,774 shares@ $131.76 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -7.73%
1.63%
$15.563M
26,190 shares@ $594.25 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.53%
1.5%
$14.276M
65,557 shares@ $217.77 avg price
MARMarriott Intl Inc New
Recent Activity
Decreased -1.01%
1.45%
$13.81M
49,960 shares@ $276.43 avg price