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 | |
|---|---|---|---|---|---|---|
426
Group 1 Automotive
GPI
$3.58B
| $7.38M | 0.03% |
18,755
-2,184
|
|
||
427
Lennox International
LII
$16.7B
| $7.37M | 0.03% |
15,188
+2,280
|
|
||
|
SFD
428
Smithfield Foods
SFD
$9.21B
| $7.31M | 0.03% |
327,496
-30,089
|
|
||
429
Iridium Communications
IRDM
$2.61B
| $7.3M | 0.03% |
419,838
+303,112
|
|
||
430
Danaher
DHR
$132B
| $7.26M | 0.03% |
+31,718
|
|
||
431
Box
BOX
$3.45B
| $7.22M | 0.03% |
241,446
+161,439
|
|
||
432
Ally Financial
ALLY
$11.2B
| $7.22M | 0.03% |
+159,445
|
|
||
433
Leidos
LDOS
$22B
| $7.21M | 0.03% |
39,963
-49,138
|
|
||
434
Idacorp
IDA
$7.82B
| $7.19M | 0.03% |
56,822
+35,142
|
|
||
435
CRH
CRH
$66.8B
| $7.18M | 0.03% |
57,510
+36,517
|
|
||
436
Travelers Companies
TRV
$65.4B
| $7.16M | 0.03% |
24,673
-65,785
|
|
||
437
TJX Companies
TJX
$173B
| $7.12M | 0.03% |
+46,376
|
|
||
438
Globant
GLOB
$1.94B
| $7.08M | 0.03% |
108,248
-3,938
|
|
||
439
TriNet
TNET
$1.72B
| $7.05M | 0.03% |
119,276
+35,147
|
|
||
440
Applied Industrial Technologies
AIT
$9.54B
| $7.02M | 0.03% |
27,321
+11,509
|
|
||
441
Albertsons Companies
ACI
$8.88B
| $6.95M | 0.03% |
404,582
+157,819
|
|
||
442
EnerSys
ENS
$5.93B
| $6.91M | 0.03% |
47,074
+44,513
|
|
||
443
First Interstate BancSystem
FIBK
$3.35B
| $6.9M | 0.03% |
+199,396
|
|
||
444
Starbucks
SBUX
$113B
| $6.89M | 0.03% |
81,782
+14,186
|
|
||
445
Uranium Energy
UEC
$6.48B
| $6.84M | 0.02% |
585,538
-70,211
|
|
||
446
Huntington Ingalls Industries
HII
$16.3B
| $6.8M | 0.02% |
20,010
+7,997
|
|
||
447
Hecla Mining
HL
$13.1B
| $6.79M | 0.02% |
353,578
+308,075
|
|
||
448
PagSeguro Digital
PAGS
$2.73B
| $6.67M | 0.02% |
692,418
+437,873
|
|
||
449
Applovin
APP
$155B
| $6.65M | 0.02% |
9,867
-14,587
|
|
||
450
Charter Communications
CHTR
$27.6B
| $6.64M | 0.02% |
31,819
-38,927
|
|