Ray Dalio Bridgewater Associates
AUM
$27.4B
1-Year Est. Return
31.63%
Ray Dalio is the founder of Bridgewater Associates, one of the world’s largest hedge funds, known for its unique “principles-based” culture and systematic investment approach. Dalio’s investment philosophy emphasizes diversified portfolios, risk parity, and the importance of understanding economic cycles in shaping investment decisions. He has authored several books, including “Principles: Life & Work,” in which he details his management philosophies, personal experiences, and life lessons.
This Fund
S&P 500
1 Year Est. Return
+31.63%
AUM
$27.4B
AUM Growth
+$1.89B
(+7.4%)
Holding
1,205
Top Buys
| 1 | +$1.28B | |
| 2 | +$349M | |
| 3 | +$252M | |
| 4 |
Micron Technology
MU
|
+$204M |
| 5 |
Amazon
AMZN
|
+$188M |
Top Sells
| 1 | +$304M | |
| 2 | +$208M | |
| 3 | +$205M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$129M |
| 5 |
Wells Fargo
WFC
|
+$121M |
Sector Composition
| 1 | Technology | 28.43% |
| 2 | Financials | 11.06% |
| 3 | Consumer Discretionary | 8.45% |
| 4 | Healthcare | 6.54% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Reddit
RDDT
$29.8B
| $176M | 0.64% |
767,816
+150,608
|
|
||
27
Expedia Group
EXPE
$30.8B
| $176M | 0.64% |
622,783
-109,033
|
|
||
28
Arista Networks
ANET
$223B
| $174M | 0.64% |
1,329,442
+649,076
|
|
||
29
British American Tobacco
BTI
$126B
| $167M | 0.61% |
2,952,078
-790,642
|
|
||
30
HCA Healthcare
HCA
$96.7B
| $154M | 0.56% |
329,307
-11,250
|
|
||
|
31
Meta Platforms (Facebook)
META
$1.71T
| $148M | 0.54% |
223,701
-193,218
|
|
||
32
Vanguard FTSE Emerging Markets ETF
VWO
$120B
| $140M | 0.51% |
2,605,136
+129,527
|
|
||
33
iShares MBS ETF
MBB
$38.8B
| $131M | 0.48% |
1,375,400
+20,300
|
|
||
34
Applied Materials
AMAT
$331B
| $123M | 0.45% |
477,577
+14,074
|
|
||
35
Pinterest
PINS
$11.5B
| $112M | 0.41% |
4,317,906
+191,540
|
|
||
36
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.1B
| $110M | 0.4% |
999,400
+36,900
|
|
||
|
B
37
Barrick Mining
B
$68.8B
| $108M | 0.39% |
2,486,509
+1,874,510
|
|
||
38
Amphenol
APH
$184B
| $108M | 0.39% |
798,364
+63,101
|
|
||
|
39
Wells Fargo
WFC
$243B
| $106M | 0.39% |
1,141,540
-1,393,669
|
|
||
40
Uber
UBER
$152B
| $105M | 0.38% |
1,289,061
-2,315,092
|
|
||
41
Comcast
CMCSA
$98.5B
| $105M | 0.38% |
3,510,012
-3,349,613
|
|
||
42
Celestica
CLS
$47.2B
| $101M | 0.37% |
341,774
+182,580
|
|
||
43
TE Connectivity
TEL
$62.7B
| $100M | 0.37% |
440,801
+200,929
|
|
||
|
TLN
44
Talen Energy Corp
TLN
$16.5B
| $99.4M | 0.36% |
265,244
+116,575
|
|
||
45
KLA
KLAC
$254B
| $95.2M | 0.35% |
78,367
-34,373
|
|
||
46
Cigna
CI
$72.7B
| $94.8M | 0.35% |
344,452
-258,687
|
|
||
47
Manulife Financial
MFC
$64.8B
| $93M | 0.34% |
2,558,071
-432,580
|
|
||
48
ASML
ASML
$562B
| $92.1M | 0.34% |
86,089
-4,111
|
|
||
|
XYZ
49
Block Inc
XYZ
$42.9B
| $86.6M | 0.32% |
1,330,153
+1,204,772
|
|
||
50
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
| $85.5M | 0.31% |
1,271,627
+110,626
|
|