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
301
$260K ﹤0.01%
+3,227
302
$256K ﹤0.01%
+4,200
303
$253K ﹤0.01%
+5,500
304
$252K ﹤0.01%
+3,100
305
$250K ﹤0.01%
+5,000
306
$249K ﹤0.01%
+9,967
307
$247K ﹤0.01%
+6,600
308
$244K ﹤0.01%
+9,485
309
$233K ﹤0.01%
+5,521
310
$230K ﹤0.01%
+3,900
311
$228K ﹤0.01%
+11,826
312
$228K ﹤0.01%
+3,800
313
$227K ﹤0.01%
+56,811
314
$226K ﹤0.01%
+3,131
315
$222K ﹤0.01%
+5,000
316
$215K ﹤0.01%
+10,189
317
$213K ﹤0.01%
+5,200
318
$210K ﹤0.01%
+2,600
319
$210K ﹤0.01%
+4,200
320
$208K ﹤0.01%
+3,932
321
$207K ﹤0.01%
+4,204
322
$114K ﹤0.01%
+10,342
323
$61K ﹤0.01%
+10,587
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