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Ray Dalio Bridgewater Associates
AUM
$22.4B
1-Year Est. Return
34.48%
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
+34.48%
AUM
$22.4B
AUM Growth
-$5.02B
(-18%)
Holding
1,254
Top Buys
| 1 | +$537M | |
| 2 | +$371M | |
| 3 | +$230M | |
| 4 |
Broadcom
AVGO
|
+$220M |
| 5 |
NVIDIA
NVDA
|
+$152M |
Top Sells
| 1 | +$1.03B | |
| 2 | +$512M | |
| 3 | +$370M | |
| 4 |
Adobe
ADBE
|
+$353M |
| 5 |
Lam Research
LRCX
|
+$329M |
Sector Composition
| 1 | Technology | 29.25% |
| 2 | Industrials | 8.69% |
| 3 | Consumer Discretionary | 7.6% |
| 4 | Financials | 6.79% |
| 5 | Healthcare | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Hubbell
HUBB
$26.9B
| $4.04M | 0.02% |
8,232
-3,592
|
|
||
477
First Solar
FSLR
$26.8B
| $4.01M | 0.02% |
20,321
-24,626
|
|
||
|
NB
478
NioCorp Developments
NB
$715M
| $3.94M | 0.02% |
882,745
+236,856
|
|
||
479
Markel Group
MKL
$23.7B
| $3.93M | 0.02% |
2,053
+37
|
|
||
480
Kinder Morgan
KMI
$72.4B
| $3.9M | 0.02% |
116,243
+34,730
|
|
||
481
La-Z-Boy
LZB
$1.61B
| $3.89M | 0.02% |
+121,023
|
|
||
482
Pentair
PNR
$11.8B
| $3.87M | 0.02% |
44,482
+32,993
|
|
||
483
Alcoa
AA
$14.5B
| $3.81M | 0.02% |
+57,371
|
|
||
484
Moderna
MRNA
$24.2B
| $3.8M | 0.02% |
74,822
+59,641
|
|
||
485
ScottsMiracle-Gro
SMG
$3.69B
| $3.79M | 0.02% |
62,401
+4,781
|
|
||
486
Alaska Air
ALK
$5.48B
| $3.75M | 0.02% |
101,832
-171,029
|
|
||
487
Old Republic International
ORI
$9.71B
| $3.74M | 0.02% |
93,812
-210,129
|
|
||
488
Group 1 Automotive
GPI
$3.79B
| $3.72M | 0.02% |
11,244
-7,511
|
|
||
489
Remitly
RELY
$4.3B
| $3.68M | 0.02% |
234,719
-426,397
|
|
||
490
Flex
FLEX
$55.6B
| $3.67M | 0.02% |
56,100
-168,867
|
|
||
491
Viasat
VSAT
$8.72B
| $3.66M | 0.02% |
79,830
-42,092
|
|
||
492
Eastman Chemical
EMN
$7.95B
| $3.65M | 0.02% |
47,780
-54,291
|
|
||
493
Sherwin-Williams
SHW
$79.6B
| $3.64M | 0.02% |
11,364
-7,755
|
|
||
494
John Wiley & Sons Class A
WLY
$2.26B
| $3.64M | 0.02% |
95,586
+78,604
|
|
||
495
Bausch Health
BHC
$1.79B
| $3.62M | 0.02% |
670,366
+180,925
|
|
||
496
Ameriprise Financial
AMP
$41.9B
| $3.62M | 0.02% |
8,138
-66,369
|
|
||
497
Warby Parker
WRBY
$3.15B
| $3.61M | 0.02% |
+171,520
|
|
||
498
Organon & Co
OGN
$3.53B
| $3.56M | 0.02% |
594,483
-314,742
|
|
||
499
OR Royalties Inc
OR
$6.04B
| $3.56M | 0.02% |
+93,525
|
|
||
500
Tenet Healthcare
THC
$15.6B
| $3.54M | 0.02% |
18,761
-10,576
|
|