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
$24.8B
AUM Growth
+$3.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
749
New
Increased
Reduced
Closed

Top Buys

1
+$693M
2
+$451M
3
+$450M
4
JNJ icon
Johnson & Johnson
JNJ
+$303M
5
UBER icon
Uber
UBER
+$293M

Top Sells

1
+$748M
2
+$452M
3
+$257M
4
PDD icon
Pinduoduo
PDD
+$206M
5
BIDU icon
Baidu
BIDU
+$191M

Sector Composition

1 Technology 28.87%
2 Communication Services 11.52%
3 Financials 9.89%
4 Healthcare 8.49%
5 Consumer Discretionary 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ASB icon
251
Associated Banc-Corp
ASB
$4.33B
$10.1M 0.04%
+413,624
IDA icon
252
Idacorp
IDA
$6.85B
$10.1M 0.04%
87,149
+39,338
HUBS icon
253
HubSpot
HUBS
$19.9B
$10M 0.04%
+18,054
ZTS icon
254
Zoetis
ZTS
$52.3B
$9.98M 0.04%
64,025
-80,009
MOH icon
255
Molina Healthcare
MOH
$7.81B
$9.92M 0.04%
33,307
+25,021
WTW icon
256
Willis Towers Watson
WTW
$30.7B
$9.92M 0.04%
32,364
-103,630
CMA icon
257
Comerica
CMA
$10.8B
$9.9M 0.04%
+165,987
EMBJ
258
Embraer S.A. ADS
EMBJ
$11.3B
$9.89M 0.04%
+173,842
VOYA icon
259
Voya Financial
VOYA
$6.74B
$9.82M 0.04%
138,288
-61,104
ZM icon
260
Zoom
ZM
$26B
$9.77M 0.04%
125,239
+109,780
TXNM
261
TXNM Energy Inc
TXNM
$6.34B
$9.67M 0.04%
171,638
-413,388
LOPE icon
262
Grand Canyon Education
LOPE
$4.29B
$9.48M 0.04%
50,168
-12,103
VIRT icon
263
Virtu Financial
VIRT
$3B
$9.32M 0.04%
208,177
+55,048
TFC icon
264
Truist Financial
TFC
$60.8B
$9.31M 0.04%
+216,584
TPH icon
265
Tri Pointe Homes
TPH
$2.88B
$9.15M 0.04%
286,325
+58,430
ASML icon
266
ASML
ASML
$427B
$9.14M 0.04%
11,411
-25,612
SLM icon
267
SLM Corp
SLM
$6.23B
$9.14M 0.04%
278,882
+53,044
HMY icon
268
Harmony Gold Mining
HMY
$12B
$9.11M 0.04%
652,356
-239,947
ZION icon
269
Zions Bancorporation
ZION
$8.19B
$9.04M 0.04%
+174,137
UEC icon
270
Uranium Energy
UEC
$6.65B
$9.03M 0.04%
1,328,305
-1,004,432
NXE icon
271
NexGen Energy
NXE
$6.16B
$8.95M 0.04%
1,289,750
-1,144,456
SDRL icon
272
Seadrill
SDRL
$2B
$8.95M 0.04%
340,862
-9,212
PEGA icon
273
Pegasystems
PEGA
$10.2B
$8.91M 0.04%
+164,560
ALK icon
274
Alaska Air
ALK
$5.76B
$8.8M 0.04%
177,892
-509,557
SM icon
275
SM Energy
SM
$2.3B
$8.62M 0.03%
349,034
+313,165
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