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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
PFGCPerformance Food Group Co
Recent Activity
Decreased -4.34%
0.17%
$1.55M
17,944 shares@ $86.37 avg price
GPKGraphic Packaging Hldg Co
Recent Activity
Decreased -13.9%
0.15%
$1.42M
52,266 shares@ $27.17 avg price
ABTAbbott Labs
Recent Activity
Decreased -6.26%
0.14%
$1.314M
11,627 shares@ $113.03 avg price
NVSNovartis Ag
Recent Activity
Decreased -0.78%
0.12%
$1.126M
11,333 shares@ $99.37 avg price
CSXCsx Corp
Recent Activity
Decreased -0.44%
0.12%
$1.058M
32,932 shares@ $32.14 avg price
NVONovo-nordisk A S
Recent Activity
Decreased -0.75%
0.11%
$1.006M
12,392 shares@ $81.18 avg price
KOCoca Cola Co
Recent Activity
Decreased -3.5%
0.1%
$940,739
15,163 shares@ $62.05 avg price
VGKVanguard Intl Equity Index F
Recent Activity
Decreased -3.43%
0.1%
$936,207
14,776 shares@ $63.36 avg price
USBUs Bancorp Del
Recent Activity
Decreased -0.05%
0.1%
$917,177
18,695 shares@ $49.07 avg price
SCHFSchwab Strategic Tr
Recent Activity
Decreased -1.61%
0.09%
$851,361
46,144 shares@ $18.46 avg price