Ray Dalio Bridgewater Associates
AUM
$27.4B
1-Year Est. Return
31.63%
Ray Dalio is the founder of Bridgewater Associates, one of the world’s largest hedge funds, known for its unique “principles-based” culture and systematic investment approach. Dalio’s investment philosophy emphasizes diversified portfolios, risk parity, and the importance of understanding economic cycles in shaping investment decisions. He has authored several books, including “Principles: Life & Work,” in which he details his management philosophies, personal experiences, and life lessons.
This Fund
S&P 500
1 Year Est. Return
+31.63%
AUM
$27.4B
AUM Growth
+$1.89B
(+7.4%)
Holding
1,205
Top Buys
| 1 | +$1.28B | |
| 2 | +$349M | |
| 3 | +$252M | |
| 4 |
Micron Technology
MU
|
+$204M |
| 5 |
Amazon
AMZN
|
+$188M |
Top Sells
| 1 | +$304M | |
| 2 | +$208M | |
| 3 | +$205M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$129M |
| 5 |
Wells Fargo
WFC
|
+$121M |
Sector Composition
| 1 | Technology | 28.43% |
| 2 | Financials | 11.06% |
| 3 | Consumer Discretionary | 8.45% |
| 4 | Healthcare | 6.54% |
| 5 | Industrials | 6.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
US Foods
USFD
$20.9B
| $18.1M | 0.07% |
240,482
-2,862
|
|
||
227
Crocs
CROX
$3.92B
| $18.1M | 0.07% |
211,228
-121,522
|
|
||
228
Boyd Gaming
BYD
$6.16B
| $18.1M | 0.07% |
211,921
-3,085
|
|
||
229
Twilio
TWLO
$18.9B
| $17.7M | 0.06% |
124,757
-17,573
|
|
||
230
Viatris
VTRS
$15.6B
| $17.7M | 0.06% |
1,424,817
-87,239
|
|
||
231
Global X Uranium ETF
URA
$6.85B
| $17.7M | 0.06% |
414,846
-43,726
|
|
||
232
Chubb
CB
$128B
| $17.7M | 0.06% |
56,583
-10,499
|
|
||
233
BP
BP
$109B
| $17.3M | 0.06% |
497,099
+98,493
|
|
||
234
Cognizant
CTSH
$28.9B
| $17.2M | 0.06% |
207,700
-212,793
|
|
||
235
Valley National Bancorp
VLY
$6.53B
| $17.1M | 0.06% |
1,465,999
+735,825
|
|
||
236
DoorDash
DASH
$70.1B
| $16.9M | 0.06% |
74,834
-237,327
|
|
||
|
VISN
237
Vistance Networks Inc
VISN
$3.97B
| $16.9M | 0.06% |
932,364
+309,582
|
|
||
238
Dropbox
DBX
$6B
| $16.7M | 0.06% |
600,252
-185,234
|
|
||
239
New York Times
NYT
$12.8B
| $16.7M | 0.06% |
240,084
+128,873
|
|
||
240
Primerica
PRI
$7.89B
| $16.5M | 0.06% |
63,736
+15,558
|
|
||
241
Baker Hughes
BKR
$53.6B
| $16.4M | 0.06% |
359,797
+285,811
|
|
||
242
Euronet Worldwide
EEFT
$2.8B
| $16.3M | 0.06% |
214,163
+7,637
|
|
||
243
Insulet
PODD
$15.5B
| $16.3M | 0.06% |
57,344
+36,250
|
|
||
244
Open Text
OTEX
$5.76B
| $16.2M | 0.06% |
497,045
-13,496
|
|
||
245
TD Synnex
SNX
$12.3B
| $16.1M | 0.06% |
107,375
+53,857
|
|
||
246
Allison Transmission
ALSN
$9.34B
| $16M | 0.06% |
163,667
-109,999
|
|
||
247
Macy's
M
$4.53B
| $15.9M | 0.06% |
720,460
+681,348
|
|
||
248
Cummins
CMI
$74B
| $15.7M | 0.06% |
30,783
+26,120
|
|
||
249
Robinhood
HOOD
$66.1B
| $15.7M | 0.06% |
138,509
-669,005
|
|
||
250
Pinnacle West Capital
PNW
$12.4B
| $15.4M | 0.06% |
174,043
+67,752
|
|