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
$12.5B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$27.9M
3
+$27.2M
4
POT
Potash Corp Of Saskatchewan
POT
+$21.3M
5
EMN icon
Eastman Chemical
EMN
+$18.5M

Top Sells

1
+$393M
2
+$59.9M
3
+$30.5M
4
RTX icon
RTX Corp
RTX
+$21.8M
5
FOSL icon
Fossil Group
FOSL
+$21.2M

Sector Composition

1 Technology 2.42%
2 Energy 2.21%
3 Materials 2.04%
4 Healthcare 1.26%
5 Industrials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.36M 0.01%
10,002
-15,990
227
$1.34M 0.01%
29,832
-211,350
228
$1.29M 0.01%
9,011
-300
229
$1.29M 0.01%
65,254
+45,500
230
$1.28M 0.01%
18,748
-2,400
231
$1.26M 0.01%
21,645
+1,500
232
$1.25M 0.01%
57,419
-12,800
233
$1.25M 0.01%
29,745
-62,400
234
$1.24M 0.01%
28,745
+10,100
235
$1.23M 0.01%
6,627
+2,100
236
$1.22M 0.01%
14,437
+2,900
237
$1.18M 0.01%
10,692
-191,206
238
$1.18M 0.01%
89,184
+27,800
239
$1.17M 0.01%
+41,605
240
$1.17M 0.01%
21,527
+6,707
241
$1.17M 0.01%
49,018
+12,400
242
$1.12M 0.01%
11,841
+1,500
243
$1.1M 0.01%
+10,510
244
$1.08M 0.01%
14,394
+8,100
245
$1.08M 0.01%
128,000
-636,400
246
$1.06M 0.01%
+15,753
247
$1.05M 0.01%
112,140
+42,740
248
$1.05M 0.01%
28,026
-20,700
249
$1.01M 0.01%
16,397
-1,384
250
$996K 0.01%
28,341
-21,871
8 9
10
11 12