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
$10.2B
AUM Growth
+$2.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$1.23B
2
+$392M
3
+$144M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$60.2M
5
AAPL icon
Apple
AAPL
+$25.5M

Top Sells

1
+$45.1M
2
+$17.6M
3
+$17.5M
4
GG
Goldcorp Inc
GG
+$16.7M
5
MET icon
MetLife
MET
+$16.5M

Sector Composition

1 Technology 3.47%
2 Energy 2.95%
3 Consumer Discretionary 2.32%
4 Healthcare 2.04%
5 Materials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.6M 0.16%
161,000
+15,000
27
$16.5M 0.16%
189,000
+25,800
28
$16.4M 0.16%
+107,843
29
$16.3M 0.16%
551,344
+12,004
30
$16.2M 0.16%
525,313
-93,379
31
$16.1M 0.16%
295,122
+241,008
32
$16M 0.16%
219,800
+18,900
33
$16M 0.16%
1,710,200
-87,700
34
$15.9M 0.16%
477,500
-43,400
35
$15.9M 0.16%
509,450
+88,950
36
$15.7M 0.16%
+371,700
37
$15.6M 0.15%
296,342
+124,404
38
$15.6M 0.15%
421,380
+59,100
39
$15.1M 0.15%
155,765
-7,300
40
$14.8M 0.15%
341,444
-2,100
41
$14.4M 0.14%
+392,280
42
$14.1M 0.14%
321,483
+17,783
43
$14M 0.14%
+850,600
44
$13.7M 0.13%
313,136
-40,373
45
$13.7M 0.13%
125,900
+59,700
46
$13.6M 0.13%
315,810
-139,691
47
$13.4M 0.13%
113,805
+49,705
48
$13.3M 0.13%
339,164
+48,985
49
$13.2M 0.13%
163,398
-189,718
50
$12.9M 0.13%
+118,100
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