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 | |
|---|---|---|---|---|---|---|
501
Centrus Energy
LEU
$4.12B
| $5.52M | 0.02% |
22,730
+14,136
|
|
||
502
Amcor
AMCR
$18.7B
| $5.52M | 0.02% |
132,315
+66,238
|
|
||
503
APi Group
APG
$17.2B
| $5.5M | 0.02% |
143,757
+25,244
|
|
||
504
Restaurant Brands International
QSR
$25.2B
| $5.47M | 0.02% |
80,173
-33,738
|
|
||
505
Dentsply Sirona
XRAY
$2.31B
| $5.45M | 0.02% |
476,608
+26,186
|
|
||
506
BJs Wholesale Club
BJ
$12.8B
| $5.44M | 0.02% |
60,401
-4,013
|
|
||
507
Consolidated Edison
ED
$41.5B
| $5.4M | 0.02% |
54,358
-13,933
|
|
||
508
Xylem
XYL
$29.1B
| $5.39M | 0.02% |
39,593
+32,635
|
|
||
509
Ionis Pharmaceuticals
IONS
$11.8B
| $5.36M | 0.02% |
67,706
+24,128
|
|
||
510
Flywire
FLYW
$1.51B
| $5.35M | 0.02% |
377,901
+320,844
|
|
||
511
Payoneer
PAYO
$1.57B
| $5.33M | 0.02% |
947,846
-5,908
|
|
||
512
Aflac
AFL
$56.1B
| $5.29M | 0.02% |
+47,955
|
|
||
513
Liberty Media Series C
FWONK
$21B
| $5.28M | 0.02% |
53,631
-3,357
|
|
||
514
Copa Holdings
CPA
$4.54B
| $5.26M | 0.02% |
43,601
-20,083
|
|
||
515
Hubbell
HUBB
$24.8B
| $5.25M | 0.02% |
11,824
+1,505
|
|
||
516
Whirlpool
WHR
$3.7B
| $5.23M | 0.02% |
+72,503
|
|
||
517
Towne Bank
TOWN
$3.04B
| $5.21M | 0.02% |
156,002
+66,943
|
|
||
518
Delta Air Lines
DAL
$38.4B
| $5.2M | 0.02% |
74,859
-16,110
|
|
||
519
CarGurus
CARG
$2.94B
| $5.19M | 0.02% |
135,242
+28,938
|
|
||
520
Watts Water Technologies
WTS
$9.93B
| $5.19M | 0.02% |
18,785
-841
|
|
||
521
Ivanhoe Electric
IE
$1.94B
| $5.18M | 0.02% |
324,413
+69,309
|
|
||
522
Element Solutions
ESI
$7.55B
| $5.18M | 0.02% |
+207,388
|
|
||
523
Accenture
ACN
$121B
| $5.18M | 0.02% |
19,306
-16,857
|
|
||
524
Robert Half
RHI
$2.26B
| $5.14M | 0.02% |
189,167
+127,153
|
|
||
525
McCormick & Company Non-Voting
MKC
$15.6B
| $5.08M | 0.02% |
74,576
-44,505
|
|