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 | |
|---|---|---|---|---|---|---|
451
Honeywell
HON
$134B
| – | – |
-60,032
| Closed | -$8.29M |
|
452
Henry Schein
HSIC
$8.17B
| – | – |
-9,735
| Closed | -$555K |
|
453
Hubbell
HUBB
$23.5B
| – | – |
-3,228
| Closed | -$341K |
|
454
Idacorp
IDA
$6.76B
| – | – |
-3,754
| Closed | -$346K |
|
455
Idexx Laboratories
IDXX
$51B
| – | – |
-2,501
| Closed | -$545K |
|
456
IDEX
IEX
$12.1B
| – | – |
-10,518
| Closed | -$1.44M |
|
457
International Flavors & Fragrances
IFF
$16.5B
| – | – |
-2,338
| Closed | -$290K |
|
458
Ingredion
INGR
$8.08B
| – | – |
-6,634
| Closed | -$734K |
|
459
Intuit
INTU
$183B
| – | – |
-43,546
| Closed | -$8.9M |
|
|
JNPR
460
DELISTED
Juniper Networks
JNPR
| – | – |
-111,144
| Closed | -$3.05M |
|
461
JPMorgan Chase
JPM
$826B
| – | – |
-10,229
| Closed | -$1.07M |
|
462
KeyCorp
KEY
$21.1B
| – | – |
-22,573
| Closed | -$441K |
|
463
Kimco Realty
KIM
$15.1B
| – | – |
-32,938
| Closed | -$560K |
|
464
Kimberly-Clark
KMB
$42.5B
| – | – |
-208,490
| Closed | -$22M |
|
465
Knowles
KN
$1.85B
| – | – |
-14,853
| Closed | -$227K |
|
466
Coca-Cola
KO
$292B
| – | – |
-183,893
| Closed | -$8.07M |
|
467
Lincoln Electric
LECO
$13.4B
| – | – |
-4,304
| Closed | -$378K |
|
468
L3Harris
LHX
$51.6B
| – | – |
-3,550
| Closed | -$513K |
|
469
LKQ Corp
LKQ
$8.26B
| – | – |
-10,918
| Closed | -$348K |
|
470
Marriott International Class A Common Stock
MAR
$71.2B
| – | – |
-42,851
| Closed | -$5.43M |
|
471
Mondelez International
MDLZ
$80.6B
| – | – |
-28,904
| Closed | -$1.19M |
|
472
MDU Resources
MDU
$3.36B
| – | – |
-32,716
| Closed | -$357K |
|
473
MetLife
MET
$52.7B
| – | – |
-28,655
| Closed | -$1.25M |
|
474
Morgan Stanley
MS
$246B
| – | – |
-68,423
| Closed | -$3.24M |
|
475
MSC Industrial Direct
MSM
$5.1B
| – | – |
-28,399
| Closed | -$2.41M |
|