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
$19.8B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$502M
2
+$394M
3
+$316M
4
AMZN icon
Amazon
AMZN
+$189M
5
MSFT icon
Microsoft
MSFT
+$161M

Top Sells

1
+$112M
2
+$105M
3
+$104M
4
CSCO icon
Cisco
CSCO
+$90M
5
PG icon
Procter & Gamble
PG
+$87.1M

Sector Composition

1 Consumer Staples 18.94%
2 Healthcare 17.5%
3 Technology 13.07%
4 Consumer Discretionary 11.08%
5 Communication Services 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.27M 0.01%
9,610
-16,547
477
$2.26M 0.01%
63,110
+25,462
478
$2.25M 0.01%
42,202
+21,720
479
$2.25M 0.01%
146,445
+48,195
480
$2.25M 0.01%
30,879
-9,211
481
$2.22M 0.01%
107,816
+72,699
482
$2.22M 0.01%
35,653
-39,038
483
$2.2M 0.01%
25,089
-3,903
484
$2.18M 0.01%
45,563
-7,777
485
$2.18M 0.01%
83,025
-51,538
486
$2.17M 0.01%
8,107
+2,697
487
$2.15M 0.01%
8,122
-34,677
488
$2.14M 0.01%
4,619
-3,377
489
$2.14M 0.01%
8,581
-4,475
490
$2.14M 0.01%
62,413
-8,487
491
$2.14M 0.01%
30,210
492
$2.11M 0.01%
59,600
-8,784
493
$2.1M 0.01%
75,606
-1,205,825
494
$2.06M 0.01%
74,619
-14,840
495
$2.04M 0.01%
13,887
-31,839
496
$2.03M 0.01%
12,560
-11,388
497
$2.02M 0.01%
66,889
-226,694
498
$2M 0.01%
47,366
-156,860
499
$1.98M 0.01%
+34,344
500
$1.97M 0.01%
100,710
-14,580
18 19
20
21 22