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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
KYNKayne Anderson Energy Infrst
Recent Activity
Decreased -1.21%
0.27%
$2.5M
191,283 shares@ $13.08 avg price
TMUST-mobile Us Inc
Recent Activity
Decreased -5.86%
0.23%
$2.196M
10,255 shares@ $214.19 avg price
CBOECboe Global Mkts Inc
Recent Activity
Decreased -7.91%
0.22%
$2.099M
10,857 shares@ $193.37 avg price
FVCBFvcbankcorp Inc
Recent Activity
Decreased -0.32%
0.21%
$1.981M
167,425 shares@ $11.84 avg price
BACBank America Corp
Recent Activity
Decreased -0.03%
0.21%
$1.949M
42,580 shares@ $45.79 avg price
DTMDt Midstream Inc
Recent Activity
Decreased -5.38%
0.2%
$1.851M
17,092 shares@ $108.32 avg price
PFEPfizer Inc
Recent Activity
Decreased -4.04%
0.19%
$1.74M
65,899 shares@ $26.42 avg price
WTRGEssential Utils Inc
Recent Activity
Decreased -0.01%
0.17%
$1.615M
47,334 shares@ $34.12 avg price
AIGAmerican Intl Group Inc
Recent Activity
Decreased -11.87%
0.17%
$1.59M
21,906 shares@ $72.6 avg price
SNXTd Synnex Corporation
Recent Activity
Decreased -14.5%
0.17%
$1.567M
11,522 shares@ $136.05 avg price