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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 | |
|---|---|---|---|---|---|---|
301
Pan American Silver
PAAS
$19.5B
| $8.27M | 0.04% |
+151,463
|
|
||
302
Federated Hermes
FHI
$4.5B
| $8.18M | 0.04% |
144,289
-142,279
|
|
||
303
Ingredion
INGR
$6.18B
| $8.15M | 0.04% |
72,315
+2,704
|
|
||
304
TJX Companies
TJX
$182B
| $8.08M | 0.04% |
50,596
+4,220
|
|
||
305
IQVIA
IQV
$28.6B
| $8.04M | 0.04% |
47,119
+33,354
|
|
||
306
Lincoln National
LNC
$7.3B
| $8M | 0.04% |
225,339
-18,962
|
|
||
307
Intuitive Surgical
ISRG
$143B
| $7.97M | 0.04% |
17,294
+6,124
|
|
||
308
HP
HPQ
$21.6B
| $7.95M | 0.04% |
413,673
+338,877
|
|
||
309
Travelers Companies
TRV
$67.4B
| $7.94M | 0.04% |
27,235
+2,562
|
|
||
310
Carlisle Companies
CSL
$14.3B
| $7.89M | 0.04% |
23,658
-4,793
|
|
||
311
American Financial Group
AFG
$11.4B
| $7.88M | 0.04% |
61,721
-1,352
|
|
||
312
Northrop Grumman
NOC
$72.9B
| $7.84M | 0.04% |
11,495
+5,075
|
|
||
313
Restaurant Brands International
QSR
$24.9B
| $7.76M | 0.03% |
104,956
+24,783
|
|
||
314
CNO Financial Group
CNO
$4.93B
| $7.75M | 0.03% |
188,785
-78,732
|
|
||
315
Weyerhaeuser
WY
$17.6B
| $7.74M | 0.03% |
+317,012
|
|
||
316
Viking Holdings
VIK
$45.1B
| $7.73M | 0.03% |
105,185
-79,832
|
|
||
317
FIGS
FIGS
$1.84B
| $7.67M | 0.03% |
+519,482
|
|
||
318
Towne Bank
TOWN
$3.24B
| $7.66M | 0.03% |
227,497
+71,495
|
|
||
319
Argan
AGX
$10.3B
| $7.62M | 0.03% |
+13,989
|
|
||
320
Curtiss-Wright
CW
$28.3B
| $7.61M | 0.03% |
11,175
-35,624
|
|
||
321
Visa
V
$625B
| $7.61M | 0.03% |
25,172
-511,325
|
|
||
322
Celanese
CE
$5.28B
| $7.59M | 0.03% |
115,367
-147,935
|
|
||
323
United Rentals
URI
$66.6B
| $7.55M | 0.03% |
+10,357
|
|
||
324
Pegasystems
PEGA
$4.99B
| $7.52M | 0.03% |
176,703
+29,878
|
|
||
325
Netflix
NFLX
$307B
| $7.46M | 0.03% |
77,611
+59,584
|
|