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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 | |
|---|---|---|---|---|---|---|
551
Zebra Technologies
ZBRA
$11.3B
| $3.02M | 0.01% |
14,443
-26,864
|
|
||
552
Essential Utilities
WTRG
$10.6B
| $3.02M | 0.01% |
74,973
+2,064
|
|
||
553
Las Vegas Sands
LVS
$31.6B
| $3.02M | 0.01% |
55,996
-37,116
|
|
||
554
Hershey
HSY
$36.4B
| $3M | 0.01% |
14,441
+5,169
|
|
||
555
Veeco
VECO
$4.57B
| $3M | 0.01% |
88,467
+26,138
|
|
||
556
Labcorp
LH
$21.2B
| $2.98M | 0.01% |
11,184
-6,182
|
|
||
557
Alkermes
ALKS
$8.01B
| $2.96M | 0.01% |
83,806
-260,646
|
|
||
558
Iridium Communications
IRDM
$4.67B
| $2.96M | 0.01% |
106,600
-313,238
|
|
||
|
AMWD
559
DELISTED
American Woodmark
AMWD
| $2.96M | 0.01% |
74,236
+21,166
|
|
||
560
Houlihan Lokey
HLI
$9.71B
| $2.95M | 0.01% |
20,549
+16,951
|
|
||
561
Veracyte
VCYT
$4.29B
| $2.95M | 0.01% |
91,590
+63,196
|
|
||
562
Prosperity Bancshares
PB
$7.29B
| $2.94M | 0.01% |
43,717
-124,159
|
|
||
|
BCPC
563
Balchem Corp
BCPC
$5.33B
| $2.93M | 0.01% |
17,313
+12,507
|
|
||
564
NorthWestern Energy
NWE
$4.36B
| $2.93M | 0.01% |
44,477
-79,304
|
|
||
|
CTRA
565
DELISTED
Coterra Energy
CTRA
| $2.93M | 0.01% |
83,369
-1,065,733
|
|
||
566
Liberty Broadband Class C
LBRDK
$4.43B
| $2.92M | 0.01% |
58,121
-6,850
|
|
||
567
Sarepta Therapeutics
SRPT
$1.82B
| $2.92M | 0.01% |
134,277
-146,291
|
|
||
568
Pultegroup
PHM
$24.1B
| $2.91M | 0.01% |
24,766
-80,563
|
|
||
569
CACI
CACI
$10.3B
| $2.89M | 0.01% |
5,315
+3,626
|
|
||
570
Oshkosh
OSK
$8.7B
| $2.89M | 0.01% |
19,602
-49,614
|
|
||
571
AppFolio
APPF
$5.18B
| $2.88M | 0.01% |
18,256
-24,180
|
|
||
572
Qorvo
QRVO
$8.77B
| $2.87M | 0.01% |
37,139
+2,203
|
|
||
573
JB Hunt Transport Services
JBHT
$25.4B
| $2.86M | 0.01% |
13,483
+1,421
|
|
||
574
Herbalife
HLF
$1.27B
| $2.84M | 0.01% |
+193,243
|
|
||
575
C.H. Robinson
CHRW
$21.1B
| $2.81M | 0.01% |
16,919
+14,407
|
|