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 |
NFX
Newfield Exploration
NFX
|
+$38.8M |
| 2 |
Meta Platforms (Facebook)
META
|
+$31.3M |
| 3 |
AT&T
T
|
+$29.8M |
| 4 |
XEC
CIMAREX ENERGY CO
XEC
|
+$29M |
| 5 |
iShares MSCI Brazil ETF
EWZ
|
+$28M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$1.02B |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$816M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$386M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$142M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$92.7M |
Sector Composition
| 1 | Healthcare | 3.02% |
| 2 | Energy | 2.11% |
| 3 | Consumer Discretionary | 2.02% |
| 4 | Financials | 1.95% |
| 5 | Consumer Staples | 1.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Hologic
HOLX
$14.6B
| $753K | 0.01% |
+20,164
| New | +$753K |
|
352
McKesson
MCK
$87.8B
| $740K | 0.01% |
5,251
-42,902
| -89% | -$6.05M |
|
353
Ingredion
INGR
$8.08B
| $715K | 0.01% |
+5,543
| New | +$715K |
|
354
Moody's
MCO
$90.8B
| $683K | 0.01% |
4,232
+1,447
| +52% | +$234K |
|
355
East-West Bancorp
EWBC
$14.9B
| $678K | 0.01% |
+10,841
| New | +$678K |
|
356
Devon Energy
DVN
$22.5B
| $676K | 0.01% |
21,254
-197,237
| -90% | -$6.27M |
|
357
AngloGold Ashanti
AU
$32.6B
| $673K | 0.01% |
70,896
-2,284
| -3% | -$21.7K |
|
358
Bausch Health
BHC
$2.64B
| $651K | 0.01% |
40,946
-909
| -2% | -$14.5K |
|
|
HES
359
DELISTED
Hess
HES
| $632K | 0.01% |
12,480
-976
| -7% | -$49.4K |
|
360
Consolidated Edison
ED
$35B
| $612K | 0.01% |
+7,850
| New | +$612K |
|
361
APA Corp
APA
$8.33B
| $595K | 0.01% |
15,455
-1,222
| -7% | -$47K |
|
362
Phillips 66
PSX
$53.1B
| $589K | 0.01% |
+6,137
| New | +$589K |
|
363
Gold Fields
GFI
$33.1B
| $581K | 0.01% |
144,607
-3,872
| -3% | -$15.6K |
|
364
Ameren
AEE
$26.8B
| $575K | 0.01% |
+10,147
| New | +$575K |
|
365
OGE Energy
OGE
$8.85B
| $574K | 0.01% |
17,516
-19,484
| -53% | -$638K |
|
366
Alliant Energy
LNT
$16.4B
| $573K | 0.01% |
14,025
-30,235
| -68% | -$1.24M |
|
367
Essential Utilities
WTRG
$10.6B
| $573K | 0.01% |
+16,815
| New | +$573K |
|
368
American Water Works
AWK
$27B
| $572K | 0.01% |
+6,964
| New | +$572K |
|
369
WEC Energy
WEC
$35.2B
| $572K | 0.01% |
+9,115
| New | +$572K |
|
|
GXP
370
DELISTED
Great Plains Energy Incorporated
GXP
| $572K | 0.01% |
17,986
-64,061
| -78% | -$2.04M |
|
371
DTE Energy
DTE
$28.2B
| $571K | 0.01% |
+6,430
| New | +$571K |
|
372
AES
AES
$9.06B
| $570K | 0.01% |
+50,148
| New | +$570K |
|
373
MDU Resources
MDU
$3.36B
| $570K | 0.01% |
+53,234
| New | +$570K |
|
374
Pinnacle West Capital
PNW
$10.5B
| $570K | 0.01% |
+7,143
| New | +$570K |
|
375
Eversource Energy
ES
$23.8B
| $569K | 0.01% |
+9,649
| New | +$569K |
|