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
|
$44.6M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$33.5M |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
$26.8M |
| 4 |
Intel
INTC
|
$22.7M |
| 5 |
Walt Disney
DIS
|
$20.9M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$38.1M |
| 2 |
BCE
BCE
|
$29.7M |
| 3 |
VIAB
Viacom Inc. Class B
VIAB
|
$27.3M |
| 4 |
Exelon
EXC
|
$26.3M |
| 5 |
Apple
AAPL
|
$24.1M |
Sector Composition
| 1 | Technology | 3.99% |
| 2 | Energy | 2.82% |
| 3 | Consumer Discretionary | 2.8% |
| 4 | Materials | 2.25% |
| 5 | Healthcare | 2.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
PVH
PVH
$4.22B
| $2.64M | 0.03% |
26,692
-204,999
| -88% | -$20.3M |
|
177
Elevance Health
ELV
$70.6B
| $2.63M | 0.03% |
+18,900
| New | +$2.63M |
|
178
Prudential Financial
PRU
$37.2B
| $2.62M | 0.03% |
+36,317
| New | +$2.62M |
|
179
Gold Fields
GFI
$30.8B
| $2.61M | 0.03% |
661,300
-119,100
| -15% | -$469K |
|
180
CSX Corp
CSX
$60.6B
| $2.59M | 0.03% |
301,800
-168,471
| -36% | -$1.45M |
|
181
W.W. Grainger
GWW
$47.5B
| $2.48M | 0.03% |
10,618
+1,290
| +14% | +$301K |
|
|
DISCA
182
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $2.48M | 0.03% |
+86,437
| New | +$2.48M |
|
183
Cummins
CMI
$55.1B
| $2.46M | 0.03% |
22,350
-139,400
| -86% | -$15.3M |
|
184
Marsh & McLennan
MMC
$100B
| $2.41M | 0.03% |
39,690
-25,500
| -39% | -$1.55M |
|
185
Union Pacific
UNP
$131B
| $2.4M | 0.03% |
30,200
+9,053
| +43% | +$720K |
|
|
KSU
186
DELISTED
Kansas City Southern
KSU
| $2.37M | 0.03% |
+27,748
| New | +$2.37M |
|
|
VRN
187
DELISTED
Veren
VRN
| $2.2M | 0.03% |
158,400
-200
| -0.1% | -$2.78K |
|
188
Nucor
NUE
$33.8B
| $2.06M | 0.03% |
43,483
-82,835
| -66% | -$3.92M |
|
189
McKesson
MCK
$85.5B
| $2.04M | 0.03% |
13,000
-28,813
| -69% | -$4.53M |
|
190
The Mosaic Company
MOS
$10.3B
| $2.02M | 0.03% |
74,911
-367,287
| -83% | -$9.92M |
|
191
Clorox
CLX
$15.5B
| $1.99M | 0.03% |
15,817
+12,948
| +451% | +$1.63M |
|
192
Entergy
ETR
$39.2B
| $1.96M | 0.02% |
49,552
-43,326
| -47% | -$1.72M |
|
193
Motorola Solutions
MSI
$79.8B
| $1.95M | 0.02% |
+25,700
| New | +$1.95M |
|
194
Eldorado Gold
EGO
$5.31B
| $1.91M | 0.02% |
120,920
-37,780
| -24% | -$596K |
|
195
Hologic
HOLX
$14.8B
| $1.83M | 0.02% |
+52,900
| New | +$1.83M |
|
196
Mohawk Industries
MHK
$8.65B
| $1.74M | 0.02% |
9,100
-3,974
| -30% | -$759K |
|
197
Range Resources
RRC
$8.27B
| $1.69M | 0.02% |
52,304
+204
| +0.4% | +$6.61K |
|
|
198
Exelon
EXC
$43.9B
| $1.67M | 0.02% |
65,134
-1,026,411
| -94% | -$26.3M |
|
199
Becton Dickinson
BDX
$55.1B
| $1.66M | 0.02% |
11,210
+6,014
| +116% | +$891K |
|
200
Edwards Lifesciences
EW
$47.5B
| $1.66M | 0.02% |
+56,400
| New | +$1.66M |
|