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
$10.5B
AUM Growth
+$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$422M
2
+$187M
3
+$93.4M
4
TAP icon
Molson Coors Class B
TAP
+$27.4M
5
UNH icon
UnitedHealth
UNH
+$26.2M

Top Sells

1
+$176M
2
+$46.5M
3
+$21.1M
4
INTC icon
Intel
INTC
+$20.7M
5
JNPR
Juniper Networks
JNPR
+$20.3M

Sector Composition

1 Energy 2.75%
2 Technology 2.62%
3 Consumer Discretionary 2.44%
4 Financials 1.98%
5 Healthcare 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19M 0.18%
274,282
+124,711
27
$18.9M 0.18%
209,200
+20,200
28
$18M 0.17%
516,150
+6,700
29
$17.6M 0.17%
111,085
+3,242
30
$17.2M 0.16%
+97,000
31
$17M 0.16%
+396,230
32
$17M 0.16%
44,700
+35,200
33
$16.9M 0.16%
473,229
+51,849
34
$16.6M 0.16%
519,559
-31,785
35
$16.6M 0.16%
+175,900
36
$16.5M 0.16%
139,900
-21,100
37
$15.9M 0.15%
258,002
+165,402
38
$15.5M 0.15%
308,844
-32,600
39
$15.4M 0.15%
401,200
-76,300
40
$15.2M 0.14%
1,504,400
-205,800
41
$15.2M 0.14%
+160,207
42
$15.2M 0.14%
475,092
-50,221
43
$15.1M 0.14%
284,000
+276,300
44
$14.9M 0.14%
+836,700
45
$14.6M 0.14%
+236,000
46
$14.5M 0.14%
143,765
-12,000
47
$14.4M 0.14%
466,545
+337,300
48
$14.3M 0.14%
619,200
+348,900
49
$14M 0.13%
192,534
-99,247
50
$13.7M 0.13%
192,600
-27,200
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2
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