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
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$27.9M
3
+$27.2M
4
POT
Potash Corp Of Saskatchewan
POT
+$21.3M
5
EMN icon
Eastman Chemical
EMN
+$18.5M

Top Sells

1
+$393M
2
+$59.9M
3
+$30.5M
4
RTX icon
RTX Corp
RTX
+$21.8M
5
FOSL icon
Fossil Group
FOSL
+$21.2M

Sector Composition

1 Technology 2.42%
2 Energy 2.21%
3 Materials 2.04%
4 Healthcare 1.26%
5 Industrials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.8M 0.11%
200,400
+36,300
27
$13.8M 0.11%
299,500
+55,900
28
$13.7M 0.11%
122,200
+19,400
29
$13.6M 0.11%
168,386
+32,904
30
$13.3M 0.11%
144,100
+12,700
31
$13.2M 0.11%
418,451
+76,994
32
$13.2M 0.11%
267,257
+77,900
33
$13.1M 0.1%
1,608,015
+1,092,221
34
$13M 0.1%
1,784,500
+1,000,900
35
$12.9M 0.1%
367,874
-63,000
36
$12.9M 0.1%
561,376
+113,700
37
$12.9M 0.1%
321,577
+85,151
38
$12.9M 0.1%
718,089
+42,700
39
$12.8M 0.1%
105,333
+9,849
40
$12.3M 0.1%
134,000
+31,700
41
$11.6M 0.09%
516,188
+288,562
42
$11.6M 0.09%
274,931
+107,300
43
$11.6M 0.09%
268,064
+120,600
44
$11.4M 0.09%
358,700
-27,700
45
$11.2M 0.09%
303,149
+193,100
46
$11.1M 0.09%
+74,659
47
$10.8M 0.09%
201,980
-31,700
48
$10.8M 0.09%
204,600
+51,700
49
$10.6M 0.08%
+453,278
50
$10.4M 0.08%
511,361
+125,100
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