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Ray Dalio Bridgewater Associates
AUM
$22.4B
1-Year Est. Return
34.48%
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
+34.48%
AUM
$22.4B
AUM Growth
-$5.02B
(-18%)
Holding
1,254
Top Buys
| 1 | +$537M | |
| 2 | +$371M | |
| 3 | +$230M | |
| 4 |
Broadcom
AVGO
|
+$220M |
| 5 |
NVIDIA
NVDA
|
+$152M |
Top Sells
| 1 | +$1.03B | |
| 2 | +$512M | |
| 3 | +$370M | |
| 4 |
Adobe
ADBE
|
+$353M |
| 5 |
Lam Research
LRCX
|
+$329M |
Sector Composition
| 1 | Technology | 29.25% |
| 2 | Industrials | 8.69% |
| 3 | Consumer Discretionary | 7.6% |
| 4 | Financials | 6.79% |
| 5 | Healthcare | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares MBS ETF
MBB
$39.5B
| $129M | 0.58% |
1,360,000
-15,400
|
|
||
27
Seagate
STX
$235B
| $129M | 0.58% |
329,117
+49,140
|
|
||
|
B
28
Barrick Mining
B
$63.8B
| $126M | 0.56% |
3,079,243
+592,734
|
|
||
29
ASML
ASML
$682B
| $122M | 0.54% |
92,196
+6,107
|
|
||
30
Comfort Systems
FIX
$66.8B
| $119M | 0.53% |
86,462
+18,263
|
|
||
31
Altria Group
MO
$120B
| $113M | 0.5% |
1,705,511
-1,571,240
|
|
||
32
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.9B
| $111M | 0.5% |
1,021,700
+22,300
|
|
||
33
Alphabet (Google) Class C
GOOG
$4.24T
| $111M | 0.5% |
+387,002
|
|
||
34
Sea Limited
SE
$56.1B
| $111M | 0.49% |
1,338,128
-195,141
|
|
||
35
Amphenol
APH
$196B
| $109M | 0.49% |
863,048
+64,684
|
|
||
36
Vertiv
VRT
$122B
| $108M | 0.48% |
429,766
-833
|
|
||
37
Nucor
NUE
$54.5B
| $105M | 0.47% |
+618,528
|
|
||
38
Teradyne
TER
$66.2B
| $100M | 0.45% |
338,946
+139,185
|
|
||
39
CSX Corp
CSX
$85.7B
| $97.5M | 0.44% |
2,375,228
+1,684,261
|
|
||
40
Credo Technology Group
CRDO
$50.3B
| $96.5M | 0.43% |
1,028,202
+707,091
|
|
||
41
Vanguard S&P 500 ETF
VOO
$969B
| $94.8M | 0.42% |
158,628
+122,118
|
|
||
42
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
| $93.7M | 0.42% |
1,342,944
+71,317
|
|
||
43
Citigroup
C
$247B
| $90M | 0.4% |
793,414
+77,089
|
|
||
44
Arm
ARM
$390B
| $89.8M | 0.4% |
593,361
+267,041
|
|
||
45
PACCAR
PCAR
$61.7B
| $89.8M | 0.4% |
+777,072
|
|
||
46
NRG Energy
NRG
$29B
| $86M | 0.38% |
588,502
+207,631
|
|
||
|
TLN
47
Talen Energy Corp
TLN
$19.8B
| $84.9M | 0.38% |
266,099
+855
|
|
||
48
Baker Hughes
BKR
$58.2B
| $84.3M | 0.38% |
1,381,645
+1,021,848
|
|
||
49
iShares MSCI Emerging Markets ex China ETF
EMXC
$25B
| $84.3M | 0.38% |
+1,072,280
|
|
||
50
Synopsys
SNPS
$89B
| $82.6M | 0.37% |
+208,353
|
|