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
$7.98B
AUM Growth
+$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$94.7M
2
+$19.3M
3
+$18.9M
4
SPLS
Staples Inc
SPLS
+$18.3M
5
JNJ icon
Johnson & Johnson
JNJ
+$15.7M

Top Sells

1
+$170M
2
+$161M
3
+$23.6M
4
VMW
VMware, Inc
VMW
+$23.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$21.2M

Sector Composition

1 Materials 3.64%
2 Energy 3.29%
3 Technology 3.08%
4 Consumer Discretionary 3.06%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.3M 0.2%
520,900
+4,000
27
$16.3M 0.2%
604,652
+46,652
28
$16.1M 0.2%
539,340
-19,372
29
$16M 0.2%
105,536
+68,500
30
$15.8M 0.2%
618,692
-2,915
31
$15.7M 0.2%
+129,700
32
$15.3M 0.19%
146,000
-3,700
33
$15.3M 0.19%
299,048
-341,200
34
$15.3M 0.19%
163,200
-5,600
35
$15.2M 0.19%
200,900
-9,100
36
$15M 0.19%
343,544
-16,500
37
$14.5M 0.18%
263,620
+42,758
38
$14.4M 0.18%
+133,700
39
$14.3M 0.18%
568,164
+481,727
40
$14.3M 0.18%
+149,700
41
$14.2M 0.18%
211,276
-31,634
42
$13.8M 0.17%
303,700
+67,065
43
$13.7M 0.17%
186,454
+99,609
44
$13.6M 0.17%
163,065
-11,200
45
$13.4M 0.17%
353,509
+264,342
46
$13.2M 0.17%
420,500
+150,500
47
$13.1M 0.16%
198,230
+172,530
48
$12.9M 0.16%
106,987
-18,839
49
$12.9M 0.16%
1,797,900
-97,400
50
$12.8M 0.16%
329,879
-145,887
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2
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