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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
MLIMueller Inds Inc
Recent Activity
Decreased -6.26%
0.45%
$4.254M
52,750 shares@ $80.65 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -28.74%
0.34%
$3.227M
22,293 shares@ $144.76 avg price
DISDisney Walt Co
Recent Activity
Decreased -3%
0.34%
$3.174M
29,358 shares@ $108.12 avg price
EFAIshares Tr
Recent Activity
Decreased -1.05%
0.32%
$3.053M
40,635 shares@ $75.12 avg price
COOPMr Cooper Group Inc
Recent Activity
Decreased 0%
0.32%
$3.004M
31,116 shares@ $96.55 avg price
CAHCardinal Health Inc
Recent Activity
Decreased -3.48%
0.31%
$2.953M
23,810 shares@ $124.03 avg price
BXBlackstone Inc
Recent Activity
Decreased -0.11%
0.29%
$2.731M
16,127 shares@ $169.33 avg price
DFEMDimensional Etf Trust
Recent Activity
Decreased -12.43%
0.28%
$2.6M
101,417 shares@ $25.64 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -14.59%
0.27%
$2.536M
10,267 shares@ $247.03 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -11.03%
0.27%
$2.515M
42,395 shares@ $59.33 avg price