Top Services Stocks to Watch Held By the World’s Biggest Hedge Fund

As the Dow Jones Industrial Average and the S&P 500 closer lower over 1% respectively on Thursday, September 8th, Wall St. Watchdog reveals information about Bridgewater Associates’ top investments in the Services sector.

  • Robert Half International, Inc. (NYSE:RHI): On 3/31/11 Bridgewater Associates reported holding 449,738 shares with a market value of $13,761,983. This comprised 0.23% of the total portfolio. On 6/30/11, Bridgewater Associates held 1,208,838 shares with a market value of $32,674,892. This comprised 0.46% of the total portfolio. The net change in shares for this position over the two quarters is 759,100. About the company: Robert Half International, Inc. provides temporary and permanent staffing services. The Company supplies temporary, full-time and project accounting and finance professionals; temporary administrative support personnel; information technology professionals; temporary, project and full-time lawyers, paralegals and support personnel; and advertising, marketing, and web design professionals.
  • Manpower, Inc. (NYSE:MAN): On 3/31/11 Bridgewater Associates reported holding 192,591 shares with a market value of $12,110,122. This comprised 0.20% of the total portfolio. On 6/30/11, Bridgewater Associates held 568,431 shares with a market value of $30,496,324. This comprised 0.43% of the total portfolio. The net change in shares for this position over the two quarters is 375,840. About the company: Manpower Inc. provides non-governmental employment services through offices located around the world. The Company’s principal operations include temporary staffing services, contract services, and training and testing of temporary and permanent workers. Manpower provides employment services to a wide variety of customers.
  • Nordstrom, Inc. (NYSE:JWN): On 3/31/11 Bridgewater Associates reported holding 333,030 shares with a market value of $14,946,387. This comprised 0.25% of the total portfolio. On 6/30/11, Bridgewater Associates held 640,930 shares with a market value of $30,085,253. This comprised 0.43% of the total portfolio. The net change in shares for this position over the two quarters is 307,900. About the company: Nordstrom, Inc. is a fashion retailer of apparel, shoes, and accessories for men, women, and children. The Company operates through multiple retail channels, discount stores, boutiques, catalogs, and on the Internet. Nordstrom, Inc. also offers, through a subsidiary, private label card credit and debit cards.
  • Dillard’s Inc. (NYSE:DDS): On 3/31/11 Bridgewater Associates reported holding 359,450 shares with a market value of $14,421,134. This comprised 0.24% of the total portfolio. On 6/30/11, Bridgewater Associates held 555,060 shares with a market value of $28,940,828. This comprised 0.41% of the total portfolio. The net change in shares for this position over the two quarters is 195,610. About the company: Dillard’s, Inc. operates retail department stores located primarily in the southwestern, southeastern, and midwestern United States. The Company offers name-brand and private-label merchandise, including fashion apparel and home furnishings.
  • Ryder System, Inc. (NYSE:R): On 3/31/11 Bridgewater Associates reported holding 314,487 shares with a market value of $15,913,042. This comprised 0.27% of the total portfolio. On 6/30/11, Bridgewater Associates held 502,873 shares with a market value of $28,588,329. This comprised 0.40% of the total portfolio. The net change in shares for this position over the two quarters is 188,386. About the company: Ryder System, Inc. provides a continuum of logistics, supply chain, and transportation management solutions worldwide. The Company’s offerings range from full-service leasing, commercial rental and maintenance of vehicles to integrated services. The Company also offers comprehensive supply chain solutions, logistics management services, and e-Commerce solutions.
  • American Eagle Outfitters, Inc. (NYSE:AEO): On 3/31/11 Bridgewater Associates reported holding 916,611 shares with a market value of $14,564,949. This comprised 0.25% of the total portfolio. On 6/30/11, Bridgewater Associates held 2,152,811 shares with a market value of $27,448,340. This comprised 0.39% of the total portfolio. The net change in shares for this position over the two quarters is 1,236,200. About the company: American Eagle Outfitters, Inc. retails men’s and women’s casual apparel, footwear, outerwear, and accessories. The Company’s products include jeans, khakis, T-shirts, and other similar apparel. American Eagle operates in the United States.
  • Costco Wholesale Corporation (NASDAQ:COST): On 3/31/11 Bridgewater Associates reported holding 212,201 shares with a market value of $15,558,577. This comprised 0.26% of the total portfolio. On 6/30/11, Bridgewater Associates held 317,401 shares with a market value of $25,785,657. This comprised 0.36% of the total portfolio. The net change in shares for this position over the two quarters is 105,200. About the company: Costco Wholesale Corporation operates wholesale membership warehouses in multiple countries. The Company sells all kinds of food, automotive supplies, toys, hardware, sporting goods, jewelry, electronics, apparel, health and beauty aids, as well as other goods.
  • The Men’s Wearhouse, Inc. (NYSE:MW): On 3/31/11 Bridgewater Associates reported holding 690,862 shares with a market value of $18,694,725. This comprised 0.31% of the total portfolio. On 6/30/11, Bridgewater Associates held 677,418 shares with a market value of $22,828,987. This comprised 0.32% of the total portfolio. The net change in shares for this position over the two quarters is -13,444. About the company: The Men’s Wearhouse, Inc. retails men’s attire. The Company sells suits, sportswear, furnishings, and accessories. The Men’s Wearhouse also operates a manufacturing facility of men’s suits and sports coats in Canada.
  • Marriott International, Inc. (NYSE:MAR): On 3/31/11 Bridgewater Associates reported holding 322,073 shares with a market value of $11,459,358. This comprised 0.19% of the total portfolio. On 6/30/11, Bridgewater Associates held 607,773 shares with a market value of $21,569,865. This comprised 0.30% of the total portfolio. The net change in shares for this position over the two quarters is 285,700. About the company: Marriott International Inc. is a worldwide operator and franchisor of hotels. The Company franchises lodging facilities and vacation timesharing resorts under various brand names. Marriott also provides services to home and condominium owner associations for projects associated with several of its brands.
  • Starwood Hotels & Resorts Worldwide, Inc. (NYSE:HOT): On 3/31/11 Bridgewater Associates reported holding 206,127 shares with a market value of $11,980,101. This comprised 0.20% of the total portfolio. On 6/30/11, Bridgewater Associates held 360,127 shares with a market value of $20,181,517. This comprised 0.29% of the total portfolio. The net change in shares for this position over the two quarters is 154,000. About the company: Starwood Hotels & Resorts Worldwide, Inc. owns, manages, and franchises luxury and upscale hotels throughout the world. The Company also develops and operates vacation interval ownership resorts.

(Note: Data on Bridgewater Associates’ stock holdings are sourced from whalewisdom.com.  All data are assumed to be accurate.)

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