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
326
$214K ﹤0.01%
8,353
-26,340
327
$212K ﹤0.01%
8,689
-24,066
328
$212K ﹤0.01%
13,404
-44,000
329
$209K ﹤0.01%
+5,250
330
$208K ﹤0.01%
4,233
-16,000
331
$204K ﹤0.01%
3,247
-10,081
332
$203K ﹤0.01%
1,602
-6,298
333
$202K ﹤0.01%
7,718
-31,000
334
$202K ﹤0.01%
14,773
-86,248
335
$201K ﹤0.01%
4,345
-19,300
336
$200K ﹤0.01%
4,700
-18,000
337
$194K ﹤0.01%
12,100
-34,801
338
$184K ﹤0.01%
26,456
-123,544
339
$135K ﹤0.01%
17,798
-139,560
340
-25,555
341
-12,372
342
-7,513
343
-84,671
344
-24,555
345
-200,437
346
-236,200
347
-19,057
348
-13,111
349
-39,681
350
-14,926