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 | |
|---|---|---|---|---|---|---|
526
Verizon
VZ
$217B
| $5.08M | 0.02% |
124,669
-439,066
|
|
||
527
Integer Holdings
ITGR
$2.86B
| $5.04M | 0.02% |
64,271
+53,512
|
|
||
528
AerCap
AER
$21.7B
| $4.99M | 0.02% |
+34,702
|
|
||
529
Colgate-Palmolive
CL
$71.2B
| $4.99M | 0.02% |
63,103
-57,577
|
|
||
530
Privia Health
PRVA
$2.68B
| $4.98M | 0.02% |
210,014
+159,991
|
|
||
531
Energy Fuels
UUUU
$4.51B
| $4.97M | 0.02% |
341,533
+53,154
|
|
||
532
Vontier
VNT
$5.1B
| $4.95M | 0.02% |
133,198
+22,590
|
|
||
533
Trex
TREX
$3.89B
| $4.92M | 0.02% |
140,305
+124,494
|
|
||
534
Symbotic
SYM
$6.22B
| $4.91M | 0.02% |
82,555
+4,935
|
|
||
535
Blackrock
BLK
$144B
| $4.9M | 0.02% |
4,581
+1,305
|
|
||
536
Invitation Homes
INVH
$15.2B
| $4.9M | 0.02% |
+176,330
|
|
||
537
Bright Horizons
BFAM
$4.2B
| $4.89M | 0.02% |
48,229
+10,605
|
|
||
538
Credit Acceptance
CACC
$4.81B
| $4.87M | 0.02% |
10,980
-390
|
|
||
539
Ollie's Bargain Outlet
OLLI
$6.7B
| $4.87M | 0.02% |
44,415
+34,794
|
|
||
540
SLM Corp
SLM
$3.91B
| $4.83M | 0.02% |
178,557
+145,869
|
|
||
541
WillScot Mobile Mini Holdings
WSC
$3.25B
| $4.83M | 0.02% |
256,414
-393,540
|
|
||
542
Chemed
CHE
$5.53B
| $4.83M | 0.02% |
11,279
+6,749
|
|
||
543
Idaho Strategic Resources
IDR
$546M
| $4.82M | 0.02% |
+119,501
|
|
||
544
NETSCOUT
NTCT
$2.17B
| $4.79M | 0.02% |
177,162
+62,531
|
|
||
|
MRSH
545
Marsh
MRSH
$83.3B
| $4.78M | 0.02% |
25,777
-36,290
|
|
||
546
Maximus
MMS
$3.95B
| $4.78M | 0.02% |
55,325
+43,848
|
|
||
547
Broadridge
BR
$20.8B
| $4.77M | 0.02% |
21,352
+12,543
|
|
||
548
Hanover Insurance
THG
$6.09B
| $4.76M | 0.02% |
26,030
-20,465
|
|
||
549
Brink's
BCO
$4.41B
| $4.74M | 0.02% |
40,604
+14,199
|
|
||
550
Molina Healthcare
MOH
$7.68B
| $4.73M | 0.02% |
27,274
-18,779
|
|