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
251
$495K ﹤0.01%
+8,534
252
$495K ﹤0.01%
+10,206
253
$491K ﹤0.01%
+9,095
254
$488K ﹤0.01%
+10,178
255
$479K ﹤0.01%
+7,400
256
$467K ﹤0.01%
+10,114
257
$467K ﹤0.01%
+6,400
258
$465K ﹤0.01%
+2,500
259
$462K ﹤0.01%
+10,313
260
$458K ﹤0.01%
+10,700
261
$452K ﹤0.01%
+5,700
262
$444K ﹤0.01%
+12,300
263
$442K ﹤0.01%
+1,900
264
$433K ﹤0.01%
+12,600
265
$432K ﹤0.01%
+26,100
266
$431K ﹤0.01%
+19,633
267
$424K ﹤0.01%
+25,400
268
$421K ﹤0.01%
+17,599
269
$420K ﹤0.01%
+9,940
270
$398K ﹤0.01%
+18,596
271
$396K ﹤0.01%
+12,528
272
$396K ﹤0.01%
+11,600
273
$393K ﹤0.01%
+6,300
274
$392K ﹤0.01%
+21,700
275
$354K ﹤0.01%
+9,718
9 10
11
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