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 | |
|---|---|---|---|---|---|---|
|
USAR
651
USA Rare Earth Inc
USAR
$4.24B
| $3.25M | 0.01% |
+273,005
|
|
||
652
AbbVie
ABBV
$388B
| $3.25M | 0.01% |
14,209
-246,480
|
|
||
653
Coca-Cola Consolidated
COKE
$14.4B
| $3.2M | 0.01% |
20,856
-5,436
|
|
||
654
Tractor Supply
TSCO
$24.9B
| $3.19M | 0.01% |
63,729
+30,911
|
|
||
655
CNX Resources
CNX
$6B
| $3.16M | 0.01% |
85,936
-13,330
|
|
||
656
Liberty Broadband Class C
LBRDK
$7.28B
| $3.16M | 0.01% |
64,971
+27,577
|
|
||
657
MP Materials
MP
$10.2B
| $3.16M | 0.01% |
62,458
+1,350
|
|
||
658
ON Semiconductor
ON
$23.1B
| $3.14M | 0.01% |
+58,010
|
|
||
659
Qualys
QLYS
$3.56B
| $3.14M | 0.01% |
23,606
+8,686
|
|
||
660
IQVIA
IQV
$27.7B
| $3.1M | 0.01% |
+13,765
|
|
||
661
Gildan
GIL
$10.9B
| $3.09M | 0.01% |
49,489
+45,270
|
|
||
662
Fulton Financial
FULT
$3.54B
| $3.09M | 0.01% |
159,764
-149,533
|
|
||
663
Yeti Holdings
YETI
$2.75B
| $3.06M | 0.01% |
+69,305
|
|
||
664
Axalta
AXTA
$5.89B
| $3.06M | 0.01% |
94,648
-43,041
|
|
||
665
Southern Company
SO
$110B
| $3.05M | 0.01% |
+34,969
|
|
||
666
Rocket Lab Corp
RKLB
$38.8B
| $3.03M | 0.01% |
43,496
-133,838
|
|
||
667
Kontoor Brands
KTB
$3.73B
| $3.03M | 0.01% |
49,557
-11,386
|
|
||
|
HOUS
668
DELISTED
Anywhere Real Estate
HOUS
| $3.03M | 0.01% |
213,691
+139,848
|
|
||
669
Amkor Technology
AMKR
$10.6B
| $3.01M | 0.01% |
+76,139
|
|
||
670
Mister Car Wash
MCW
$2.29B
| $3M | 0.01% |
+540,183
|
|
||
671
BILL Holdings
BILL
$3.94B
| $3M | 0.01% |
54,941
+49,403
|
|
||
672
AES
AES
$10.1B
| $2.99M | 0.01% |
+208,494
|
|
||
673
Factset
FDS
$7.63B
| $2.98M | 0.01% |
10,274
+2,838
|
|
||
674
Qorvo
QRVO
$7.24B
| $2.95M | 0.01% |
34,936
-109,584
|
|
||
675
Chemours
CC
$2.64B
| $2.94M | 0.01% |
249,182
-20,429
|
|