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Ray Dalio Bridgewater Associates
AUM
$22.4B
1-Year Est. Return
34.48%
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
+34.48%
AUM
$22.4B
AUM Growth
-$5.02B
(-18%)
Holding
1,254
Top Buys
| 1 | +$537M | |
| 2 | +$371M | |
| 3 | +$230M | |
| 4 |
Broadcom
AVGO
|
+$220M |
| 5 |
NVIDIA
NVDA
|
+$152M |
Top Sells
| 1 | +$1.03B | |
| 2 | +$512M | |
| 3 | +$370M | |
| 4 |
Adobe
ADBE
|
+$353M |
| 5 |
Lam Research
LRCX
|
+$329M |
Sector Composition
| 1 | Technology | 29.25% |
| 2 | Industrials | 8.69% |
| 3 | Consumer Discretionary | 7.6% |
| 4 | Financials | 6.79% |
| 5 | Healthcare | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Bankunited
BKU
$3.57B
| $11.2M | 0.05% |
248,598
-18,775
|
|
||
252
American Eagle Outfitters
AEO
$2.97B
| $11M | 0.05% |
658,299
+330,905
|
|
||
253
Columbia Banking Systems
COLB
$9.05B
| $11M | 0.05% |
399,933
+270,900
|
|
||
254
Alamos Gold
AGI
$13B
| $10.8M | 0.05% |
243,445
-37,840
|
|
||
255
Associated Banc-Corp
ASB
$5.64B
| $10.7M | 0.05% |
415,653
-428,394
|
|
||
256
Rio Tinto
RIO
$155B
| $10.7M | 0.05% |
114,239
+104,777
|
|
||
257
IES Holdings
IESC
$14.2B
| $10.6M | 0.05% |
22,161
-975
|
|
||
258
Jabil
JBL
$39.4B
| $10.5M | 0.05% |
39,570
-99,302
|
|
||
259
TG Therapeutics
TGTX
$8.26B
| $10.3M | 0.05% |
311,415
-158,440
|
|
||
260
Copa Holdings
CPA
$6.2B
| $10.3M | 0.05% |
90,993
+47,392
|
|
||
261
Edison International
EIX
$28.1B
| $10.3M | 0.05% |
140,761
+12,492
|
|
||
262
ADT
ADT
$4.99B
| $10.2M | 0.05% |
1,553,759
-250,070
|
|
||
263
Advanced Drainage Systems
WMS
$10.7B
| $10M | 0.04% |
73,258
+12,363
|
|
||
264
Sonoco
SON
$5.02B
| $10M | 0.04% |
185,297
-81,050
|
|
||
265
Littelfuse
LFUS
$11.8B
| $9.97M | 0.04% |
29,389
-12,674
|
|
||
266
Sotera Health
SHC
$4.52B
| $9.97M | 0.04% |
+695,392
|
|
||
267
Amer Sports
AS
$20.2B
| $9.9M | 0.04% |
300,723
+81,495
|
|
||
268
J.M. Smucker
SJM
$11.8B
| $9.85M | 0.04% |
102,135
-130,831
|
|
||
269
American Tower
AMT
$83.6B
| $9.82M | 0.04% |
56,914
-29,367
|
|
||
270
Viatris
VTRS
$18.3B
| $9.81M | 0.04% |
725,884
-698,933
|
|
||
271
Charter Communications
CHTR
$16.2B
| $9.71M | 0.04% |
44,991
+13,172
|
|
||
272
Dick's Sporting Goods
DKS
$21.2B
| $9.69M | 0.04% |
+48,855
|
|
||
273
Axsome Therapeutics
AXSM
$12.5B
| $9.63M | 0.04% |
56,951
+9,507
|
|
||
274
General Motors
GM
$71.2B
| $9.58M | 0.04% |
128,587
-22,540
|
|
||
275
Symbotic
SYM
$4.91B
| $9.42M | 0.04% |
176,987
+94,432
|
|