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 |
Amazon
AMZN
|
$309M |
| 2 |
Microsoft
MSFT
|
$228M |
| 3 |
Exxon Mobil
XOM
|
$90.9M |
| 4 |
Cameco
CCJ
|
$84.7M |
| 5 |
Advanced Micro Devices
AMD
|
$68.2M |
Top Sells
| 1 |
Apple
AAPL
|
$289M |
| 2 |
Eli Lilly
LLY
|
$167M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$151M |
| 4 |
Comcast
CMCSA
|
$88.8M |
| 5 |
Procter & Gamble
PG
|
$84.4M |
Sector Composition
| 1 | Consumer Staples | 18.07% |
| 2 | Healthcare | 14.73% |
| 3 | Technology | 14.44% |
| 4 | Consumer Discretionary | 12.13% |
| 5 | Communication Services | 8.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Genworth Financial
GNW
$3.52B
| $351K | ﹤0.01% |
+58,060
| New | +$351K |
|
802
Illinois Tool Works
ITW
$77.6B
| $346K | ﹤0.01% |
+1,459
| New | +$346K |
|
803
Raymond James Financial
RJF
$33B
| $343K | ﹤0.01% |
+2,775
| New | +$343K |
|
804
UGI
UGI
$7.43B
| $340K | ﹤0.01% |
+14,829
| New | +$340K |
|
805
Stantec
STN
$12.3B
| $338K | ﹤0.01% |
4,034
-2,071
| -34% | -$173K |
|
806
Penske Automotive Group
PAG
$12.4B
| $334K | ﹤0.01% |
2,242
-10,318
| -82% | -$1.54M |
|
807
Griffon
GFF
$3.79B
| $330K | ﹤0.01% |
+5,160
| New | +$330K |
|
808
CACI
CACI
$10.4B
| $327K | ﹤0.01% |
+760
| New | +$327K |
|
809
Consolidated Edison
ED
$35.4B
| $324K | ﹤0.01% |
3,627
-4,932
| -58% | -$441K |
|
810
Avanos Medical
AVNS
$590M
| $321K | ﹤0.01% |
16,134
-1,127
| -7% | -$22.5K |
|
811
Taylor Morrison
TMHC
$7.1B
| $320K | ﹤0.01% |
5,779
-120,659
| -95% | -$6.69M |
|
812
Johnson Controls International
JCI
$69.5B
| $319K | ﹤0.01% |
4,801
-32,438
| -87% | -$2.16M |
|
813
Cummins
CMI
$55.1B
| $318K | ﹤0.01% |
1,148
+190
| +20% | +$52.6K |
|
814
Insperity
NSP
$2.03B
| $318K | ﹤0.01% |
+3,484
| New | +$318K |
|
815
Hamilton Lane
HLNE
$6.41B
| $315K | ﹤0.01% |
+2,546
| New | +$315K |
|
816
Weyerhaeuser
WY
$18.9B
| $314K | ﹤0.01% |
11,055
-9,353
| -46% | -$266K |
|
817
Deere & Co
DE
$128B
| $303K | ﹤0.01% |
+812
| New | +$303K |
|
818
Cadence Design Systems
CDNS
$95.6B
| $303K | ﹤0.01% |
+985
| New | +$303K |
|
819
Kohl's
KSS
$1.86B
| $301K | ﹤0.01% |
+13,105
| New | +$301K |
|
820
CDW
CDW
$22.2B
| $299K | ﹤0.01% |
1,335
-2,323
| -64% | -$520K |
|
821
IDEX
IEX
$12.4B
| $298K | ﹤0.01% |
+1,481
| New | +$298K |
|
822
Standex International
SXI
$2.52B
| $296K | ﹤0.01% |
+1,838
| New | +$296K |
|
823
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $295K | ﹤0.01% |
3,126
| – | – |
|
824
CTS Corp
CTS
$1.25B
| $292K | ﹤0.01% |
+5,759
| New | +$292K |
|
825
Prologis
PLD
$105B
| $289K | ﹤0.01% |
2,573
-3,473
| -57% | -$390K |
|