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
$12.8B
AUM Growth
-$514M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$187M
2
+$77.8M
3
+$19.6M
4
RTX icon
RTX Corp
RTX
+$14.9M
5
UPS icon
United Parcel Service
UPS
+$14.7M

Top Sells

1
+$363M
2
+$35.6M
3
+$15.1M
4
VTR icon
Ventas
VTR
+$14.6M
5
CAG icon
Conagra Brands
CAG
+$12.8M

Sector Composition

1 Technology 2.59%
2 Energy 1.96%
3 Materials 1.29%
4 Consumer Discretionary 1.01%
5 Industrials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.5M 0.1%
135,482
-34,653
27
$12.4M 0.1%
131,400
-41,771
28
$12.3M 0.1%
341,457
+30,074
29
$12.3M 0.1%
102,800
+6,400
30
$12.2M 0.1%
693,514
+92,700
31
$12.1M 0.09%
+117,023
32
$12M 0.09%
243,600
+21,300
33
$11.8M 0.09%
236,426
+33,233
34
$11.7M 0.09%
95,484
-100,888
35
$11.1M 0.09%
233,680
-111,346
36
$11.1M 0.09%
783,600
-72,000
37
$11M 0.09%
583,123
-307,179
38
$10.8M 0.08%
675,389
+157,300
39
$10.6M 0.08%
223,800
-115,100
40
$10.4M 0.08%
942,100
+70,100
41
$10.3M 0.08%
106,200
+94,510
42
$10.2M 0.08%
554,747
+318,500
43
$10.1M 0.08%
102,300
-64,638
44
$9.94M 0.08%
431,226
+10,300
45
$9.48M 0.07%
93,500
+6,600
46
$9.41M 0.07%
583,970
+34,351
47
$9.23M 0.07%
241,182
-274,800
48
$9.07M 0.07%
311,370
+198,198
49
$8.97M 0.07%
84,193
+18,300
50
$8.86M 0.07%
232,521
-245,891
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