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
$12.2B
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1 +$137M
2 +$19.9M
3 +$19M
4
INTC icon
Intel
INTC
+$17.5M
5
GILD icon
Gilead Sciences
GILD
+$14.8M

Top Sells

1 +$321M
2 +$18.2M
3 +$17.3M
4
ISRG icon
Intuitive Surgical
ISRG
+$16.1M
5
CTXS
Citrix Systems Inc
CTXS
+$14.7M

Sector Composition

1 Technology 2.64%
2 Energy 2.12%
3 Healthcare 1.28%
4 Materials 1.26%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1.19M 0.01%
+18,091
227
$1.17M 0.01%
50,490
-204,336
228
$1.17M 0.01%
+11,785
229
$1.16M 0.01%
64,619
-39,100
230
$1.16M 0.01%
+18,784
231
$1.16M 0.01%
+27,545
232
$1.15M 0.01%
9,839
-40,600
233
$1.15M 0.01%
+16,300
234
$1.11M 0.01%
11,432
-600
235
$1.1M 0.01%
+21,718
236
$1.09M 0.01%
+24,536
237
$1.08M 0.01%
353,400
-31,300
238
$1.03M 0.01%
11,987
-36,400
239
$1.02M 0.01%
+22,400
240
$1.01M 0.01%
+35,736
241
$1.01M 0.01%
17,071
-39,300
242
$1.01M 0.01%
286,100
-73,900
243
$987K 0.01%
30,504
+3,765
244
$960K 0.01%
21,500
-14,900
245
$951K 0.01%
11,667
-1,900
246
$929K 0.01%
+30,000
247
$924K 0.01%
+75,000
248
$911K 0.01%
+9,000
249
$895K 0.01%
+28,931
250
$893K 0.01%
+22,200