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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
GOOGLAlphabet Inc
Recent Activity
Decreased -1.28%
1.42%
$13.578M
71,589 shares@ $189.67 avg price
DFARDimensional Etf Trust
Recent Activity
Decreased -4.82%
1.24%
$11.811M
517,358 shares@ $22.83 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.48%
1.1%
$10.494M
42,406 shares@ $247.48 avg price
VTVanguard Intl Equity Index F
Recent Activity
Decreased -3.52%
1.1%
$10.47M
89,798 shares@ $116.61 avg price
DFASDimensional Etf Trust
Recent Activity
Decreased -1.97%
1.01%
$9.615M
146,949 shares@ $65.43 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -2.4%
0.79%
$7.477M
16,614 shares@ $450.03 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.97%
0.77%
$7.336M
38,399 shares@ $191.05 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -0.81%
0.75%
$7.152M
206,535 shares@ $34.64 avg price
VVisa Inc
Recent Activity
Decreased -3.46%
0.63%
$5.969M
19,312 shares@ $309.1 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Decreased -1.35%
0.61%
$5.842M
101,231 shares@ $57.71 avg price