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.
1 Year Est. Return
+29.73%
AUM
$25.5B
AUM Growth
+$736M
(+3%)
Holding
1,078
Top Buys
| 1 | +$1.16B | |
| 2 | +$244M | |
| 3 | +$188M | |
| 4 |
Workday
WDAY
|
+$142M |
| 5 |
Reddit
RDDT
|
+$142M |
Top Sells
| 1 | +$1.06B | |
| 2 | +$881M | |
| 3 | +$716M | |
| 4 |
SPDR Gold Trust
GLD
|
+$337M |
| 5 |
Microsoft
MSFT
|
+$320M |
Sector Composition
| 1 | Technology | 28.56% |
| 2 | Financials | 12.71% |
| 3 | Consumer Discretionary | 8.79% |
| 4 | Healthcare | 7.77% |
| 5 | Communication Services | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Zoom
ZM
$26.5B
| $10.5M | 0.04% |
126,882
+1,643
|
|
||
327
Adient
ADNT
$1.52B
| $10.4M | 0.04% |
+432,443
|
|
||
328
RingCentral
RNG
$2.67B
| $10.4M | 0.04% |
+367,337
|
|
||
329
Virtu Financial
VIRT
$3.04B
| $10.2M | 0.04% |
287,812
+79,635
|
|
||
330
Sterling Infrastructure
STRL
$10.1B
| $10.2M | 0.04% |
+29,965
|
|
||
331
Sun Country Airlines
SNCY
$796M
| $10.2M | 0.04% |
861,477
-33,515
|
|
||
332
FedEx
FDX
$67.3B
| $10.2M | 0.04% |
+43,132
|
|
||
333
CNO Financial Group
CNO
$3.94B
| $9.98M | 0.04% |
252,391
-17,473
|
|
||
334
OneMain Financial
OMF
$8.12B
| $9.8M | 0.04% |
173,501
+125,780
|
|
||
335
Sensata Technologies
ST
$5.25B
| $9.72M | 0.04% |
318,262
+207,633
|
|
||
336
CNA Financial
CNA
$12.4B
| $9.68M | 0.04% |
208,418
+172,352
|
|
||
337
Colgate-Palmolive
CL
$62.9B
| $9.65M | 0.04% |
120,680
+74,730
|
|
||
338
CommScope
COMM
$4.46B
| $9.64M | 0.04% |
+622,782
|
|
||
339
Grand Canyon Education
LOPE
$4.36B
| $9.62M | 0.04% |
43,829
-6,339
|
|
||
340
Pinnacle West Capital
PNW
$10.5B
| $9.53M | 0.04% |
106,291
+72,588
|
|
||
341
Otis Worldwide
OTIS
$34.4B
| $9.49M | 0.04% |
+103,849
|
|
||
342
Cheniere Energy
LNG
$41.6B
| $9.45M | 0.04% |
40,212
+31,852
|
|
||
343
Alaska Air
ALK
$6.06B
| $9.42M | 0.04% |
189,225
+11,333
|
|
||
344
Littelfuse
LFUS
$6.61B
| $9.17M | 0.04% |
+35,399
|
|
||
345
Group 1 Automotive
GPI
$5.09B
| $9.16M | 0.04% |
20,939
+6,823
|
|
||
|
XYZ
346
Block Inc
XYZ
$38.9B
| $9.06M | 0.04% |
125,381
-1,611,602
|
|
||
347
Graco
GGG
$13.8B
| $8.96M | 0.04% |
105,490
+63,730
|
|
||
348
Fox Class A
FOXA
$32.2B
| $8.96M | 0.04% |
142,041
-1,038,382
|
|
||
349
Accenture
ACN
$172B
| $8.92M | 0.03% |
+36,163
|
|
||
350
Analog Devices
ADI
$137B
| $8.91M | 0.03% |
+36,263
|
|