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 | |
|---|---|---|---|---|---|---|
601
DaVita
DVA
$10.1B
| $3.98M | 0.01% |
35,022
+8,218
|
|
||
602
Rubrik
RBRK
$10.7B
| $3.97M | 0.01% |
51,923
+13,983
|
|
||
603
Denison Mines
DNN
$3.43B
| $3.91M | 0.01% |
1,469,470
-1,495,117
|
|
||
604
Centene
CNC
$16.9B
| $3.89M | 0.01% |
94,532
-581,727
|
|
||
605
Target
TGT
$53.1B
| $3.86M | 0.01% |
39,498
+11,968
|
|
||
606
Valaris
VAL
$6.49B
| $3.83M | 0.01% |
75,950
+65,662
|
|
||
607
Crane Co
CR
$9.87B
| $3.82M | 0.01% |
+20,711
|
|
||
608
United Parcel Service
UPS
$82.5B
| $3.82M | 0.01% |
+38,507
|
|
||
609
Guidewire Software
GWRE
$13.7B
| $3.81M | 0.01% |
18,962
-15,413
|
|
||
610
Affiliated Managers Group
AMG
$7.26B
| $3.79M | 0.01% |
13,159
-1,175
|
|
||
611
Sibanye-Stillwater
SBSW
$8.9B
| $3.79M | 0.01% |
265,680
-409,348
|
|
||
612
Teleflex
TFX
$4.74B
| $3.78M | 0.01% |
30,978
-61,580
|
|
||
613
Encompass Health
EHC
$9.98B
| $3.76M | 0.01% |
35,392
-22,406
|
|
||
614
Olin
OLN
$2.81B
| $3.7M | 0.01% |
177,506
-5,814
|
|
||
615
Acadia Pharmaceuticals
ACAD
$3.51B
| $3.69M | 0.01% |
138,179
-25,066
|
|
||
616
Equinor
EQNR
$87.9B
| $3.66M | 0.01% |
154,964
-129,656
|
|
||
617
Northrop Grumman
NOC
$104B
| $3.66M | 0.01% |
+6,420
|
|
||
618
Viking Therapeutics
VKTX
$4.12B
| $3.65M | 0.01% |
103,659
-19,832
|
|
||
619
Apellis Pharmaceuticals
APLS
$2.42B
| $3.61M | 0.01% |
+143,805
|
|
||
|
FRMI
620
Fermi Inc
FRMI
$4.89B
| $3.61M | 0.01% |
+450,936
|
|
||
621
Columbia Banking Systems
COLB
$7.75B
| $3.61M | 0.01% |
+129,033
|
|
||
622
Choice Hotels
CHH
$4.39B
| $3.59M | 0.01% |
37,689
+20,305
|
|
||
|
Q
623
Qnity Electronics Inc
Q
$22.9B
| $3.58M | 0.01% |
+43,803
|
|
||
624
Nike
NKE
$79.9B
| $3.55M | 0.01% |
+55,752
|
|
||
625
Moog Inc Class A
MOG.A
$9.57B
| $3.51M | 0.01% |
14,409
+3,475
|
|