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
$12.5B
AUM Growth
+$593M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$23.8M
3
+$20.4M
4
CTXS
Citrix Systems Inc
CTXS
+$17.2M
5
LVS icon
Las Vegas Sands
LVS
+$17.1M

Top Sells

1
+$277M
2
+$29M
3
+$20.6M
4
INTC icon
Intel
INTC
+$16.7M
5
VLO icon
Valero Energy
VLO
+$14.2M

Sector Composition

1 Technology 2.39%
2 Energy 2.15%
3 Materials 1.21%
4 Healthcare 0.97%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.4M 0.11%
132,671
+14,000
27
$13.3M 0.11%
146,442
+22,233
28
$13.1M 0.11%
347,329
-114,878
29
$12.9M 0.1%
+463,510
30
$12.9M 0.1%
1,016,884
-816,061
31
$12.8M 0.1%
288,900
+2,500
32
$12.8M 0.1%
161,200
+50,244
33
$12.7M 0.1%
224,600
+64,900
34
$12.7M 0.1%
774,050
+11,170
35
$12.6M 0.1%
316,517
+105,872
36
$12.3M 0.1%
+690,089
37
$12.1M 0.1%
+201,461
38
$12M 0.1%
96,100
+37,200
39
$11.6M 0.09%
2,257
+1,846
40
$11.6M 0.09%
516,580
+165,600
41
$11.5M 0.09%
200,237
+66,821
42
$11.3M 0.09%
159,500
+36,300
43
$11.2M 0.09%
270,674
+164,200
44
$11.2M 0.09%
731,200
+248,700
45
$11.1M 0.09%
441,962
+12,400
46
$10.5M 0.08%
761,800
+252,400
47
$10.5M 0.08%
+128,531
48
$10.4M 0.08%
113,193
+85,900
49
$10.2M 0.08%
236,200
-32,700
50
$10M 0.08%
142,688
-75,900
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