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
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$217M
2
+$58.9M
3
+$23.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$20.5M
5
POT
Potash Corp Of Saskatchewan
POT
+$19.9M

Top Sells

1
+$172M
2
+$72M
3
+$50.3M
4
MSFT icon
Microsoft
MSFT
+$20.4M
5
X
US Steel
X
+$15.2M

Sector Composition

1 Technology 3.06%
2 Materials 2.19%
3 Energy 1.97%
4 Healthcare 1.2%
5 Consumer Staples 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.4M 0.11%
168,868
+24,768
27
$14M 0.11%
1,996,040
+1,399,840
28
$13.9M 0.11%
+503,980
29
$13.8M 0.11%
426,165
+7,714
30
$13.8M 0.11%
131,500
+9,300
31
$13.7M 0.11%
349,133
+27,556
32
$13.7M 0.11%
187,719
+19,333
33
$13.7M 0.11%
186,470
+135,500
34
$13.6M 0.11%
217,800
+17,400
35
$13.5M 0.11%
147,600
+13,600
36
$13.5M 0.11%
114,192
+13,692
37
$13.5M 0.11%
172,832
+136,200
38
$13.5M 0.1%
620,187
+90,713
39
$13.3M 0.1%
518,397
+268,400
40
$13.2M 0.1%
912,585
+567,000
41
$13.1M 0.1%
317,400
+17,900
42
$13M 0.1%
24,889,720
+11,148,000
43
$12.9M 0.1%
618,789
-99,300
44
$12.5M 0.1%
130,509
+111,148
45
$12.5M 0.1%
871,902
+498,778
46
$12.3M 0.1%
277,631
+2,700
47
$12.2M 0.09%
112,368
+30,846
48
$12.1M 0.09%
128,103
+36,600
49
$12.1M 0.09%
53,313
+31,000
50
$12M 0.09%
+146,600
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