Ray Dalio

Ray Dalio Bridgewater Associates

AUM $25.5B
1-Year Est. Return 29.73%
 

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 Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$3.85B
2
+$3.18B
3
+$3.12B
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$41.3M
5
ORCL icon
Oracle
ORCL
+$29.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.54%
2 Energy 2.06%
3 Financials 1.14%
4 Materials 0.95%
5 Healthcare 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$651K 0.01%
+76,540
227
$645K 0.01%
+14,400
228
$635K 0.01%
+24,200
229
$623K 0.01%
+29,026
230
$617K 0.01%
+3,762
231
$604K 0.01%
+18,252
232
$604K 0.01%
+33,317
233
$599K 0.01%
+7,976
234
$591K 0.01%
+14,274
235
$591K 0.01%
+27,600
236
$577K 0.01%
+10,400
237
$572K 0.01%
+10,763
238
$567K 0.01%
+3,700
239
$554K ﹤0.01%
+15,305
240
$552K ﹤0.01%
+11,000
241
$548K ﹤0.01%
+7,400
242
$547K ﹤0.01%
+10,325
243
$546K ﹤0.01%
+45,500
244
$535K ﹤0.01%
+39
245
$530K ﹤0.01%
+2,413
246
$523K ﹤0.01%
+15,700
247
$520K ﹤0.01%
+6,000
248
$518K ﹤0.01%
+12,600
249
$518K ﹤0.01%
+6,100
250
$514K ﹤0.01%
+6,268
8 9
10
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