Ray Dalio Bridgewater Associates
AUM
$27.4B
1-Year Est. Return
31.63%
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
+31.63%
AUM
$27.4B
AUM Growth
+$1.89B
(+7.4%)
Holding
1,205
Top Buys
| 1 | +$1.28B | |
| 2 | +$349M | |
| 3 | +$252M | |
| 4 |
Micron Technology
MU
|
+$204M |
| 5 |
Amazon
AMZN
|
+$188M |
Top Sells
| 1 | +$304M | |
| 2 | +$208M | |
| 3 | +$205M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$129M |
| 5 |
Wells Fargo
WFC
|
+$121M |
Sector Composition
| 1 | Technology | 28.43% |
| 2 | Financials | 11.06% |
| 3 | Consumer Discretionary | 8.45% |
| 4 | Healthcare | 6.54% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Raymond James Financial
RJF
$28.8B
| $10.2M | 0.04% |
63,619
+31,217
|
|
||
352
PTC
PTC
$18.6B
| $10.1M | 0.04% |
58,197
+34,564
|
|
||
353
Zoom
ZM
$21.8B
| $10.1M | 0.04% |
116,808
-10,074
|
|
||
354
Bank OZK
OZK
$4.79B
| $10M | 0.04% |
218,318
+112,784
|
|
||
355
Zebra Technologies
ZBRA
$9.97B
| $10M | 0.04% |
41,307
+27,989
|
|
||
356
Par Pacific Holdings
PARR
$2.64B
| $9.99M | 0.04% |
284,205
-267,355
|
|
||
357
Antero Resources
AR
$12.6B
| $9.98M | 0.04% |
289,749
-577,321
|
|
||
358
Scorpio Tankers
STNG
$3.44B
| $9.97M | 0.04% |
196,202
-7,876
|
|
||
359
DexCom
DXCM
$24.7B
| $9.91M | 0.04% |
149,264
+28,769
|
|
||
360
AppFolio
APPF
$6.21B
| $9.87M | 0.04% |
42,436
+1,842
|
|
||
361
Public Service Enterprise Group
PEG
$41.8B
| $9.84M | 0.04% |
122,562
+47,805
|
|
||
362
eBay
EBAY
$40.9B
| $9.81M | 0.04% |
112,674
-952,375
|
|
||
363
Lear
LEA
$5.79B
| $9.81M | 0.04% |
85,596
-46,653
|
|
||
364
Corcept Therapeutics
CORT
$3.42B
| $9.71M | 0.04% |
279,000
-26,946
|
|
||
365
Cal-Maine
CALM
$4.19B
| $9.69M | 0.04% |
121,816
-77,602
|
|
||
366
Alkermes
ALKS
$4.63B
| $9.64M | 0.04% |
+344,452
|
|
||
367
Dollar General
DG
$29B
| $9.6M | 0.04% |
72,338
+25,243
|
|
||
368
VF Corp
VFC
$6.24B
| $9.53M | 0.03% |
527,372
+431,835
|
|
||
369
Jack Henry & Associates
JKHY
$12.2B
| $9.45M | 0.03% |
51,777
-54,520
|
|
||
370
Keysight
KEYS
$48.1B
| $9.43M | 0.03% |
46,424
-32,021
|
|
||
371
Toronto Dominion Bank
TD
$156B
| $9.41M | 0.03% |
99,698
-10,562
|
|
||
372
Globe Life
GL
$10.9B
| $9.39M | 0.03% |
67,112
-160,825
|
|
||
373
Trane Technologies
TT
$93.5B
| $9.34M | 0.03% |
24,009
-8,218
|
|
||
374
National Fuel Gas
NFG
$9.15B
| $9.29M | 0.03% |
116,052
+35,546
|
|
||
375
Chipotle Mexican Grill
CMG
$42.4B
| $9.28M | 0.03% |
250,687
-199,306
|
|