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
$19.8B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$502M
2
+$394M
3
+$316M
4
AMZN icon
Amazon
AMZN
+$189M
5
MSFT icon
Microsoft
MSFT
+$161M

Top Sells

1
+$112M
2
+$105M
3
+$104M
4
CSCO icon
Cisco
CSCO
+$90M
5
PG icon
Procter & Gamble
PG
+$87.1M

Sector Composition

1 Consumer Staples 18.94%
2 Healthcare 17.5%
3 Technology 13.07%
4 Consumer Discretionary 11.08%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.77M 0.01%
94,872
-273,909
452
$2.74M 0.01%
11,158
-10,775
453
$2.73M 0.01%
101,159
-12,641
454
$2.73M 0.01%
29,610
-5,036
455
$2.71M 0.01%
+27,612
456
$2.62M 0.01%
54,776
-142,200
457
$2.62M 0.01%
67,691
-8,914
458
$2.6M 0.01%
615,491
-360,819
459
$2.58M 0.01%
27,821
+2,979
460
$2.57M 0.01%
9,414
-2,601
461
$2.52M 0.01%
15,295
+258
462
$2.52M 0.01%
88,170
-13,180
463
$2.5M 0.01%
+153,546
464
$2.47M 0.01%
18,151
+14,628
465
$2.47M 0.01%
20,462
-92,853
466
$2.46M 0.01%
24,410
467
$2.44M 0.01%
106,084
-59,863
468
$2.44M 0.01%
110,220
-18,412
469
$2.43M 0.01%
37,239
-122,066
470
$2.42M 0.01%
37,621
-32,651
471
$2.41M 0.01%
+22,996
472
$2.41M 0.01%
7,503
-302
473
$2.37M 0.01%
1,570
474
$2.36M 0.01%
66,620
-9,754
475
$2.35M 0.01%
48,950
-6,960
17 18
19
20 21