Bridgewater Associates Portfolio holdings
Bridgewater Associates, founded in 1975 by Ray Dalio in New York and now headquartered in Westport, Connecticut, is the world’s largest hedge fund, managing over $125 billion in assets as of late 2024, serving institutional clients like pension funds, endowments, and sovereign wealth funds. Known for its pioneering "Pure Alpha" and "All Weather" strategies, the firm uses a systematic, macroeconomic approach to deliver uncorrelated returns and risk parity across global markets, including equities, bonds, currencies, and commodities, guided by rigorous data analysis and radical transparency. Dalio, who stepped down as co-CIO in 2022, built a unique culture of "radical truth" and "thoughtful disagreement," documented in his book *Principles*, though the firm transitioned leadership to co-CEOs Nir Bar Dea and Mark Bertolini in 2023 amid succession planning. With around 1,300 employees and a history of navigating crises like 2008 with gains, Bridgewater remains a titan in alternative investments, blending intellectual rigor with a distinctive, often polarizing management philosophy.
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$187M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$77.8M |
| 3 |
American Express
AXP
|
$19.6M |
| 4 |
RTX Corp
RTX
|
$14.9M |
| 5 |
United Parcel Service
UPS
|
$14.7M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$363M |
| 2 |
Microsoft
MSFT
|
$35.6M |
| 3 |
Intel
INTC
|
$15.1M |
| 4 |
Ventas
VTR
|
$14.6M |
| 5 |
Conagra Brands
CAG
|
$12.8M |
Sector Composition
| 1 | Technology | 2.59% |
| 2 | Energy | 1.96% |
| 3 | Materials | 1.29% |
| 4 | Consumer Discretionary | 1.01% |
| 5 | Industrials | 0.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
CMS Energy
CMS
$21.2B
| $305K | ﹤0.01% |
+10,300
| New | +$305K |
|
327
Genworth Financial
GNW
$3.48B
| $300K | ﹤0.01% |
+22,937
| New | +$300K |
|
|
WDR
328
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $299K | ﹤0.01% |
+5,794
| New | +$299K |
|
329
NNN REIT
NNN
$8.12B
| $297K | ﹤0.01% |
+8,584
| New | +$297K |
|
330
Ingredion
INGR
$8.18B
| $296K | ﹤0.01% |
+3,909
| New | +$296K |
|
331
Boston Properties
BXP
$12B
| $289K | ﹤0.01% |
2,500
-25,300
| -91% | -$2.92M |
|
332
Vulcan Materials
VMC
$39.1B
| $289K | ﹤0.01% |
+4,800
| New | +$289K |
|
333
Fiserv
FI
$73.2B
| $282K | ﹤0.01% |
+8,736
| New | +$282K |
|
|
INFA
334
DELISTED
INFORMATICA CORP
INFA
| $277K | ﹤0.01% |
8,091
+1,801
| +29% | +$61.7K |
|
335
American Airlines Group
AAL
$8.63B
| $270K | ﹤0.01% |
+7,600
| New | +$270K |
|
336
Affiliated Managers Group
AMG
$6.52B
| $266K | ﹤0.01% |
+1,326
| New | +$266K |
|
337
Henry Schein
HSIC
$8.25B
| $262K | ﹤0.01% |
+5,738
| New | +$262K |
|
|
AOL
338
DELISTED
AOL INC COMMON STOCK
AOL
| $261K | ﹤0.01% |
+5,800
| New | +$261K |
|
339
Charles River Laboratories
CRL
$8.06B
| $251K | ﹤0.01% |
+4,200
| New | +$251K |
|
340
Federal Realty Investment Trust
FRT
$8.74B
| $249K | ﹤0.01% |
+2,100
| New | +$249K |
|
341
Hanesbrands
HBI
$2.22B
| $247K | ﹤0.01% |
+9,200
| New | +$247K |
|
342
FedEx
FDX
$52.6B
| $241K | ﹤0.01% |
+1,495
| New | +$241K |
|
343
Dillards
DDS
$8.92B
| $240K | ﹤0.01% |
+2,200
| New | +$240K |
|
344
Deluxe
DLX
$860M
| $232K | ﹤0.01% |
+4,200
| New | +$232K |
|
|
PRE
345
DELISTED
PARTNERRE LTD
PRE
| $231K | ﹤0.01% |
+2,100
| New | +$231K |
|
|
SGEN
346
DELISTED
Seagen Inc. Common Stock
SGEN
| $228K | ﹤0.01% |
+6,140
| New | +$228K |
|
347
Masco
MAS
$15.6B
| $227K | ﹤0.01% |
10,812
-85,690
| -89% | -$1.8M |
|
348
Fidelity National Information Services
FIS
$35.7B
| $225K | ﹤0.01% |
+4,000
| New | +$225K |
|
349
Graham Holdings Company
GHC
$4.91B
| $222K | ﹤0.01% |
+526
| New | +$222K |
|
350
Quanta Services
PWR
$56.2B
| $221K | ﹤0.01% |
+6,101
| New | +$221K |
|