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
$12.2B
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1 +$137M
2 +$19.9M
3 +$19M
4
INTC icon
Intel
INTC
+$17.5M
5
GILD icon
Gilead Sciences
GILD
+$14.8M

Top Sells

1 +$321M
2 +$18.2M
3 +$17.3M
4
ISRG icon
Intuitive Surgical
ISRG
+$16.1M
5
CTXS
Citrix Systems Inc
CTXS
+$14.7M

Sector Composition

1 Technology 2.64%
2 Energy 2.12%
3 Healthcare 1.28%
4 Materials 1.26%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$362K ﹤0.01%
+4,116
302
$351K ﹤0.01%
3,070
-1,332
303
$347K ﹤0.01%
3,501
-5,300
304
$333K ﹤0.01%
9,700
-30,069
305
$326K ﹤0.01%
+9,889
306
$312K ﹤0.01%
272
-425
307
$309K ﹤0.01%
23,977
-19,000
308
$309K ﹤0.01%
261
-156
309
$307K ﹤0.01%
+11,218
310
$301K ﹤0.01%
3,087
-16,100
311
$300K ﹤0.01%
5,100
-41,500
312
$292K ﹤0.01%
+4,200
313
$279K ﹤0.01%
+4,602
314
$267K ﹤0.01%
6,827
315
$264K ﹤0.01%
+2,400
316
$264K ﹤0.01%
4,683
-7,583
317
$256K ﹤0.01%
+3,763
318
$252K ﹤0.01%
1,568
-50,249
319
$248K ﹤0.01%
10,695
320
$243K ﹤0.01%
26
321
$230K ﹤0.01%
+4,428
322
$220K ﹤0.01%
+1,937
323
$218K ﹤0.01%
4,476
-11,467
324
$218K ﹤0.01%
5,070
-11,800
325
$217K ﹤0.01%
4,618
-10,500