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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 | |
|---|---|---|---|---|---|---|
326
Insulet
PODD
$9.97B
| $7.41M | 0.03% |
35,336
-22,008
|
|
||
327
United Airlines
UAL
$39.5B
| $7.39M | 0.03% |
+80,242
|
|
||
328
Baytex Energy
BTE
$2.96B
| $7.32M | 0.03% |
+1,638,670
|
|
||
329
LKQ Corp
LKQ
$6.56B
| $7.3M | 0.03% |
248,668
+42,486
|
|
||
330
Boise Cascade
BCC
$2.53B
| $7.2M | 0.03% |
+94,971
|
|
||
331
Colgate-Palmolive
CL
$73.2B
| $7.2M | 0.03% |
84,507
+21,404
|
|
||
332
Entegris
ENTG
$25.6B
| $7.19M | 0.03% |
+61,309
|
|
||
333
Sanmina
SANM
$13.2B
| $7.18M | 0.03% |
55,382
-80,129
|
|
||
334
Antero Resources
AR
$10.7B
| $7.16M | 0.03% |
168,754
-120,995
|
|
||
335
Thermo Fisher Scientific
TMO
$174B
| $7.12M | 0.03% |
14,487
+12,801
|
|
||
336
Academy Sports + Outdoors
ASO
$3.08B
| $7.1M | 0.03% |
125,700
-23,735
|
|
||
337
Insight Enterprises
NSIT
$3.34B
| $7.07M | 0.03% |
105,499
+29,498
|
|
||
338
Cadence Design Systems
CDNS
$105B
| $7.07M | 0.03% |
25,436
-16,310
|
|
||
|
MDA
339
MDA Space Ltd
MDA
$5.37B
| $7.06M | 0.03% |
+279,580
|
|
||
340
Harmony Biosciences
HRMY
$1.98B
| $7.04M | 0.03% |
251,506
+22,992
|
|
||
341
Eaton
ETN
$157B
| $6.99M | 0.03% |
19,541
+16,850
|
|
||
342
ITT
ITT
$17.4B
| $6.85M | 0.03% |
35,957
-1,179
|
|
||
343
First Majestic Silver
AG
$8.15B
| $6.85M | 0.03% |
318,776
+263,938
|
|
||
344
Lockheed Martin
LMT
$116B
| $6.83M | 0.03% |
11,302
-33,614
|
|
||
345
American Electric Power
AEP
$72.8B
| $6.8M | 0.03% |
+51,869
|
|
||
346
Aflac
AFL
$60.5B
| $6.76M | 0.03% |
61,625
+13,670
|
|
||
347
Ivanhoe Electric
IE
$1.59B
| $6.7M | 0.03% |
566,819
+242,406
|
|
||
348
CNA Financial
CNA
$12.7B
| $6.69M | 0.03% |
145,742
-131,866
|
|
||
349
AbbVie
ABBV
$415B
| $6.6M | 0.03% |
30,362
+16,153
|
|
||
350
American Express
AXP
$230B
| $6.59M | 0.03% |
21,777
-10,308
|
|