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.
1 Year Est. Return
+29.73%
AUM
$25.5B
AUM Growth
+$736M
(+3%)
Holding
1,078
Top Buys
| 1 | +$1.16B | |
| 2 | +$244M | |
| 3 | +$188M | |
| 4 |
Workday
WDAY
|
+$142M |
| 5 |
Reddit
RDDT
|
+$142M |
Top Sells
| 1 | +$1.06B | |
| 2 | +$881M | |
| 3 | +$716M | |
| 4 |
SPDR Gold Trust
GLD
|
+$337M |
| 5 |
Microsoft
MSFT
|
+$320M |
Sector Composition
| 1 | Technology | 28.56% |
| 2 | Financials | 12.71% |
| 3 | Consumer Discretionary | 8.79% |
| 4 | Healthcare | 7.77% |
| 5 | Communication Services | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
KeyCorp
KEY
$21B
| $15.2M | 0.06% |
812,444
+49,414
|
|
||
252
F5
FFIV
$14.4B
| $15.1M | 0.06% |
46,868
+23,910
|
|
||
253
Vertex Pharmaceuticals
VRTX
$116B
| $15M | 0.06% |
38,324
+3,934
|
|
||
254
Viatris
VTRS
$12.6B
| $15M | 0.06% |
1,512,056
+1,170,635
|
|
||
255
Sprouts Farmers Market
SFM
$8.33B
| $14.7M | 0.06% |
134,955
-56,073
|
|
||
256
Federated Hermes
FHI
$3.94B
| $14.5M | 0.06% |
279,126
+119,755
|
|
||
257
Republic Services
RSG
$67B
| $14.5M | 0.06% |
+63,062
|
|
||
258
SSR Mining
SSRM
$4.25B
| $14.4M | 0.06% |
591,626
+564,551
|
|
||
259
Twilio
TWLO
$19.3B
| $14.2M | 0.06% |
142,330
-234,048
|
|
||
260
Toast
TOST
$21B
| $14.2M | 0.06% |
389,353
-304,723
|
|
||
261
Edwards Lifesciences
EW
$50B
| $14M | 0.05% |
180,307
-264,617
|
|
||
262
Abercrombie & Fitch
ANF
$4.35B
| $13.9M | 0.05% |
162,357
+58,838
|
|
||
263
Freshworks
FRSH
$3.62B
| $13.8M | 0.05% |
1,169,745
+18,250
|
|
||
264
BP
BP
$91.5B
| $13.7M | 0.05% |
398,606
-125,113
|
|
||
265
Keysight
KEYS
$36B
| $13.7M | 0.05% |
78,445
-76,267
|
|
||
266
WillScot Mobile Mini Holdings
WSC
$3.75B
| $13.7M | 0.05% |
649,954
+37,493
|
|
||
267
Woodward
WWD
$18.2B
| $13.7M | 0.05% |
54,267
+10,826
|
|
||
268
Kinross Gold
KGC
$32.9B
| $13.7M | 0.05% |
551,327
-540,124
|
|
||
269
S&P Global
SPGI
$151B
| $13.6M | 0.05% |
27,956
-36,197
|
|
||
270
Trane Technologies
TT
$89B
| $13.6M | 0.05% |
32,227
+31,635
|
|
||
271
iShares MSCI Mexico ETF
EWW
$1.91B
| $13.5M | 0.05% |
197,575
+85,531
|
|
||
272
Primerica
PRI
$8.08B
| $13.4M | 0.05% |
48,178
+26,379
|
|
||
273
Lincoln National
LNC
$8.12B
| $13.3M | 0.05% |
330,768
-163,116
|
|
||
274
Academy Sports + Outdoors
ASO
$3.35B
| $13.3M | 0.05% |
266,122
+166,997
|
|
||
275
Wabtec
WAB
$36.7B
| $13.3M | 0.05% |
66,396
+64,866
|
|