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
276
$349K ﹤0.01%
+13,200
277
$343K ﹤0.01%
+12,190
278
$342K ﹤0.01%
+13,151
279
$329K ﹤0.01%
+6,900
280
$328K ﹤0.01%
+4,900
281
$326K ﹤0.01%
+3,822
282
$326K ﹤0.01%
+3,799
283
$326K ﹤0.01%
+7,000
284
$324K ﹤0.01%
+9,800
285
$322K ﹤0.01%
+8,510
286
$321K ﹤0.01%
+6,700
287
$317K ﹤0.01%
+4,400
288
$315K ﹤0.01%
+5,055
289
$308K ﹤0.01%
+11,100
290
$304K ﹤0.01%
+8,989
291
$302K ﹤0.01%
+5,000
292
$302K ﹤0.01%
+8,900
293
$298K ﹤0.01%
+10,200
294
$280K ﹤0.01%
+4,587
295
$279K ﹤0.01%
+4,598
296
$271K ﹤0.01%
+6,895
297
$269K ﹤0.01%
+7,935
298
$268K ﹤0.01%
+291
299
$263K ﹤0.01%
+3,952
300
$262K ﹤0.01%
+6,700
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