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.
1 Year Est. Return
+29.73%
AUM
$25.5B
AUM Growth
+$736M
(+3%)
Holding
1,078
Top Buys
| 1 | +$1.16B | |
| 2 | +$244M | |
| 3 | +$188M | |
| 4 |
Workday
WDAY
|
+$142M |
| 5 |
Reddit
RDDT
|
+$142M |
Top Sells
| 1 | +$1.06B | |
| 2 | +$881M | |
| 3 | +$716M | |
| 4 |
SPDR Gold Trust
GLD
|
+$337M |
| 5 |
Microsoft
MSFT
|
+$320M |
Sector Composition
| 1 | Technology | 28.56% |
| 2 | Financials | 12.71% |
| 3 | Consumer Discretionary | 8.79% |
| 4 | Healthcare | 7.77% |
| 5 | Communication Services | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
Sealed Air
SEE
$6.19B
| $3.89M | 0.02% |
+110,181
|
|
||
552
Huntington Bancshares
HBAN
$27.9B
| $3.88M | 0.02% |
224,417
-647,760
|
|
||
553
PROG Holdings
PRG
$1.18B
| $3.86M | 0.02% |
+119,194
|
|
||
554
Blackrock
BLK
$168B
| $3.82M | 0.02% |
+3,276
|
|
||
555
Selective Insurance
SIGI
$5.06B
| $3.81M | 0.01% |
46,935
+11,457
|
|
||
556
Ingredion
INGR
$7.17B
| $3.8M | 0.01% |
31,130
+25,526
|
|
||
557
CyberArk
CYBR
$22.7B
| $3.79M | 0.01% |
+7,843
|
|
||
558
Dillards
DDS
$10.6B
| $3.74M | 0.01% |
+6,089
|
|
||
559
Teladoc Health
TDOC
$1.3B
| $3.74M | 0.01% |
483,749
+473,309
|
|
||
560
Rockwell Automation
ROK
$45.1B
| $3.72M | 0.01% |
10,636
+5,812
|
|
||
561
Phillips 66
PSX
$57B
| $3.72M | 0.01% |
+27,323
|
|
||
562
CMS Energy
CMS
$21.5B
| $3.7M | 0.01% |
+50,551
|
|
||
563
Sunrun
RUN
$4.03B
| $3.7M | 0.01% |
+213,772
|
|
||
564
PPL Corp
PPL
$25.3B
| $3.68M | 0.01% |
99,070
-117,606
|
|
||
565
Ferguson
FERG
$45.2B
| $3.68M | 0.01% |
+16,377
|
|
||
566
Iris Energy
IREN
$10.2B
| $3.66M | 0.01% |
+77,982
|
|
||
567
M/I Homes
MHO
$3.53B
| $3.64M | 0.01% |
25,228
-88,416
|
|
||
568
Baker Hughes
BKR
$46.3B
| $3.6M | 0.01% |
+73,986
|
|
||
569
AeroVironment
AVAV
$11.7B
| $3.57M | 0.01% |
+11,349
|
|
||
570
DaVita
DVA
$8.48B
| $3.56M | 0.01% |
26,804
-85,303
|
|
||
571
Fortune Brands Innovations
FBIN
$6.22B
| $3.54M | 0.01% |
+66,334
|
|
||
572
Palomar
PLMR
$3.33B
| $3.54M | 0.01% |
30,331
+10,323
|
|
||
573
BlackLine
BL
$3.4B
| $3.53M | 0.01% |
66,421
+24,171
|
|
||
574
Hess Midstream
HESM
$4.49B
| $3.53M | 0.01% |
+102,047
|
|
||
575
Intercontinental Exchange
ICE
$92B
| $3.51M | 0.01% |
+20,823
|
|