Ray Dalio Bridgewater Associates
AUM
$27.4B
1-Year Est. Return
31.63%
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 Fund
S&P 500
1 Year Est. Return
+31.63%
AUM
$27.4B
AUM Growth
+$1.89B
(+7.4%)
Holding
1,205
Top Buys
| 1 | +$1.28B | |
| 2 | +$349M | |
| 3 | +$252M | |
| 4 |
Micron Technology
MU
|
+$204M |
| 5 |
Amazon
AMZN
|
+$188M |
Top Sells
| 1 | +$304M | |
| 2 | +$208M | |
| 3 | +$205M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$129M |
| 5 |
Wells Fargo
WFC
|
+$121M |
Sector Composition
| 1 | Technology | 28.43% |
| 2 | Financials | 11.06% |
| 3 | Consumer Discretionary | 8.45% |
| 4 | Healthcare | 6.54% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
KKR & Co
KKR
$76.6B
| $6.05M | 0.02% |
47,434
-7,339
|
|
||
477
Sarepta Therapeutics
SRPT
$1.72B
| $6.04M | 0.02% |
280,568
-71,707
|
|
||
478
Illinois Tool Works
ITW
$76.9B
| $6.04M | 0.02% |
+24,503
|
|
||
479
Trade Desk
TTD
$13B
| $6M | 0.02% |
+157,968
|
|
||
480
Quanta Services
PWR
$83.6B
| $5.96M | 0.02% |
+14,130
|
|
||
481
Dillards
DDS
$9.09B
| $5.89M | 0.02% |
9,715
+3,626
|
|
||
482
Casey's General Stores
CASY
$24.5B
| $5.89M | 0.02% |
10,655
+1,072
|
|
||
483
Ecolab
ECL
$77.3B
| $5.88M | 0.02% |
22,414
-24,330
|
|
||
484
Keurig Dr Pepper
KDP
$37.2B
| $5.85M | 0.02% |
208,969
-18,390
|
|
||
485
Parker-Hannifin
PH
$112B
| $5.85M | 0.02% |
6,658
-8,625
|
|
||
486
SPS Commerce
SPSC
$2.26B
| $5.84M | 0.02% |
65,572
+36,413
|
|
||
487
Tenet Healthcare
THC
$19.8B
| $5.83M | 0.02% |
29,337
-653
|
|
||
488
Paylocity
PCTY
$5.89B
| $5.83M | 0.02% |
38,212
+27,464
|
|
||
489
Brunswick
BC
$4.47B
| $5.81M | 0.02% |
78,268
+29,152
|
|
||
490
ASGN Inc
ASGN
$1.5B
| $5.75M | 0.02% |
119,380
+9,377
|
|
||
491
Bath & Body Works
BBWI
$3.99B
| $5.74M | 0.02% |
285,834
-25,479
|
|
||
492
Palantir
PLTR
$361B
| $5.7M | 0.02% |
32,056
-75,277
|
|
||
|
SARO
493
StandardAero Inc
SARO
$8.67B
| $5.64M | 0.02% |
196,560
-414,191
|
|
||
494
Polaris
PII
$2.86B
| $5.62M | 0.02% |
88,875
+80,654
|
|
||
495
BellRing Brands
BRBR
$1.97B
| $5.62M | 0.02% |
210,103
+198,119
|
|
||
496
Sunrun
RUN
$2.85B
| $5.59M | 0.02% |
304,040
+90,268
|
|
||
497
Wabtec
WAB
$40.4B
| $5.59M | 0.02% |
26,173
-40,223
|
|
||
498
Mondelez International
MDLZ
$70.4B
| $5.56M | 0.02% |
103,376
-21,332
|
|
||
499
Bloom Energy
BE
$43.3B
| $5.56M | 0.02% |
64,027
+8,304
|
|
||
500
Verisk Analytics
VRSK
$27.8B
| $5.52M | 0.02% |
24,697
+14,139
|
|