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
$7.9B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$44.6M
2
+$33.5M
3
+$26.8M
4
INTC icon
Intel
INTC
+$22.7M
5
DIS icon
Walt Disney
DIS
+$20.9M

Top Sells

1
+$38.1M
2
+$29.7M
3
+$27.3M
4
EXC icon
Exelon
EXC
+$26.3M
5
AAPL icon
Apple
AAPL
+$24.1M

Sector Composition

1 Technology 3.99%
2 Energy 2.82%
3 Consumer Discretionary 2.8%
4 Materials 2.25%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.6M 0.19%
516,900
+142,000
27
$14.6M 0.18%
570,738
+304,500
28
$14.5M 0.18%
360,044
+130,344
29
$14.4M 0.18%
210,000
+48,826
30
$14.4M 0.18%
621,607
+154,026
31
$14.3M 0.18%
149,700
+29,400
32
$14.2M 0.18%
558,712
+149,513
33
$14.1M 0.18%
168,800
+30,200
34
$13.9M 0.18%
148,279
+50,800
35
$13.9M 0.18%
496,000
+78,000
36
$13.8M 0.17%
465,845
-91,356
37
$13.6M 0.17%
484,881
+27,015
38
$13.2M 0.17%
497,372
-460,197
39
$13.2M 0.17%
258,247
+40,125
40
$12.6M 0.16%
174,265
+19,865
41
$12.3M 0.16%
+721,300
42
$11.9M 0.15%
220,065
-203,600
43
$11.8M 0.15%
206,381
+97,773
44
$11.7M 0.15%
+252,757
45
$11.6M 0.15%
424,000
-885,808
46
$11.2M 0.14%
220,862
+57,116
47
$11.1M 0.14%
1,895,300
+40,100
48
$10.6M 0.13%
240,880
-530,306
49
$10.4M 0.13%
139,767
+104,077
50
$10.3M 0.13%
360,790
-50,390
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2
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