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 | |
|---|---|---|---|---|---|---|
376
FIVE9
FIVN
$1.21B
| $9.18M | 0.03% |
457,821
+176,628
|
|
||
377
Fair Isaac
FICO
$26.8B
| $9.15M | 0.03% |
5,412
+2,583
|
|
||
378
Remitly
RELY
$3.21B
| $9.12M | 0.03% |
661,116
-101,442
|
|
||
379
NatWest
NWG
$59.6B
| $9.12M | 0.03% |
521,087
-23,565
|
|
||
380
Carlisle Companies
CSL
$14B
| $9.1M | 0.03% |
28,451
-9,804
|
|
||
381
RPM International
RPM
$12.8B
| $9.09M | 0.03% |
87,388
+70,945
|
|
||
382
Coherent
COHR
$45.5B
| $9.04M | 0.03% |
+48,979
|
|
||
383
IES Holdings
IESC
$8.82B
| $9M | 0.03% |
23,136
+5,782
|
|
||
384
Western Union
WU
$2.99B
| $8.95M | 0.03% |
961,157
+160,601
|
|
||
385
Boston Scientific
BSX
$103B
| $8.94M | 0.03% |
93,745
-65,984
|
|
||
386
Advanced Drainage Systems
WMS
$10.7B
| $8.82M | 0.03% |
+60,895
|
|
||
387
Ziff Davis
ZD
$1.49B
| $8.77M | 0.03% |
249,506
-30,669
|
|
||
388
Pegasystems
PEGA
$7.18B
| $8.77M | 0.03% |
146,825
-71,667
|
|
||
389
Fidelity National Information Services
FIS
$25.6B
| $8.74M | 0.03% |
131,466
+49,157
|
|
||
390
Victoria's Secret
VSCO
$3.6B
| $8.73M | 0.03% |
+161,092
|
|
||
391
Oshkosh
OSK
$9.2B
| $8.7M | 0.03% |
69,216
+30,184
|
|
||
392
Axsome Therapeutics
AXSM
$7.98B
| $8.67M | 0.03% |
+47,444
|
|
||
393
American Eagle Outfitters
AEO
$2.98B
| $8.63M | 0.03% |
327,394
-1,267
|
|
||
394
WEX
WEX
$5.49B
| $8.62M | 0.03% |
57,869
+38,715
|
|
||
395
American Financial Group
AFG
$10.7B
| $8.62M | 0.03% |
63,073
-9,734
|
|
||
396
Lincoln Electric
LECO
$14.2B
| $8.62M | 0.03% |
35,969
+8,304
|
|
||
397
Wayfair
W
$9.9B
| $8.58M | 0.03% |
85,467
+14,650
|
|
||
398
Harmony Biosciences
HRMY
$1.6B
| $8.55M | 0.03% |
228,514
+16,988
|
|
||
399
Cencora
COR
$68.1B
| $8.51M | 0.03% |
25,186
-25,140
|
|
||
400
Enphase Energy
ENPH
$5.78B
| $8.46M | 0.03% |
263,837
+54,781
|
|