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 Core MSCI Emerging Markets ETF
IEMG
|
+$42.8M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$35M |
| 3 |
iShares MSCI South Korea ETF
EWY
|
+$25.7M |
| 4 |
GE Aerospace
GE
|
+$22.7M |
| 5 |
Intel
INTC
|
+$22.5M |
Top Sells
| 1 |
iShares MSCI Brazil ETF
EWZ
|
+$159M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$155M |
| 3 |
CVS Health
CVS
|
+$47.7M |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
+$39.7M |
| 5 |
Oracle
ORCL
|
+$38.6M |
Sector Composition
| 1 | Financials | 3.43% |
| 2 | Consumer Discretionary | 3.34% |
| 3 | Energy | 2.23% |
| 4 | Healthcare | 1.95% |
| 5 | Industrials | 1.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Cooper Companies
COO
$13.6B
| – | – |
-9,432
| Closed | -$555K |
|
427
Cencora
COR
$57.9B
| – | – |
-26,062
| Closed | -$2.22M |
|
428
Cisco
CSCO
$266B
| – | – |
-11,611
| Closed | -$500K |
|
429
Commault Systems
CVLT
$8.23B
| – | – |
-12,051
| Closed | -$794K |
|
430
Crane NXT
CXT
$3.54B
| – | – |
-12,506
| Closed | -$348K |
|
431
Dominion Energy
D
$50.2B
| – | – |
-52,170
| Closed | -$3.56M |
|
432
Donaldson
DCI
$9.35B
| – | – |
-7,667
| Closed | -$346K |
|
433
Douglas Emmett
DEI
$2.77B
| – | – |
-14,120
| Closed | -$567K |
|
|
DHC
434
Diversified Healthcare Trust
DHC
$1.03B
| – | – |
-30,818
| Closed | -$557K |
|
435
Walt Disney
DIS
$211B
| – | – |
-73,221
| Closed | -$7.67M |
|
436
Dick's Sporting Goods
DKS
$17.6B
| – | – |
-5,707
| Closed | -$201K |
|
437
Ecolab
ECL
$78.1B
| – | – |
-22,137
| Closed | -$3.11M |
|
438
Edison International
EIX
$21.1B
| – | – |
-36,262
| Closed | -$2.29M |
|
|
ELME
439
Elme Communities
ELME
$1.51B
| – | – |
-18,037
| Closed | -$547K |
|
440
Enovis
ENOV
$1.78B
| – | – |
-6,640
| Closed | -$350K |
|
441
F5
FFIV
$18.4B
| – | – |
-15,903
| Closed | -$2.74M |
|
442
Flowserve
FLS
$7.28B
| – | – |
-13,696
| Closed | -$553K |
|
443
Fidelity National Financial
FNF
$16.4B
| – | – |
-5,883
| Closed | -$213K |
|
444
GATX Corp
GATX
$5.99B
| – | – |
-5,037
| Closed | -$374K |
|
445
Gen Digital
GEN
$18.1B
| – | – |
-55,261
| Closed | -$1.14M |
|
446
Guess, Inc.
GES
$880M
| – | – |
-9,813
| Closed | -$210K |
|
447
Gold Fields
GFI
$32B
| – | – |
-156,122
| Closed | -$557K |
|
448
Graco
GGG
$14.2B
| – | – |
-7,681
| Closed | -$347K |
|
449
Globe Life
GL
$11.4B
| – | – |
-8,737
| Closed | -$711K |
|
450
Hartford Financial Services
HIG
$36.7B
| – | – |
-9,346
| Closed | -$478K |
|