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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 | |
|---|---|---|---|---|---|---|
701
Interparfums
IPAR
$3.18B
| $1.63M | 0.01% |
17,937
+6,086
|
|
||
702
Gates Industrial
GTES
$6.92B
| $1.59M | 0.01% |
70,190
-86,322
|
|
||
703
Simply Good Foods
SMPL
$1.1B
| $1.58M | 0.01% |
110,216
+10,020
|
|
||
704
Chart Industries
GTLS
$10B
| $1.58M | 0.01% |
7,642
+4,274
|
|
||
705
Avnet
AVT
$7.35B
| $1.58M | 0.01% |
25,566
+1,710
|
|
||
706
Illumina
ILMN
$25B
| $1.57M | 0.01% |
+12,751
|
|
||
707
CrowdStrike
CRWD
$173B
| $1.56M | 0.01% |
+4,005
|
|
||
708
Corcept Therapeutics
CORT
$8.57B
| $1.55M | 0.01% |
38,422
-240,578
|
|
||
709
Nuvalent
NUVL
$9.77B
| $1.54M | 0.01% |
15,020
-3,558
|
|
||
710
First American
FAF
$7.08B
| $1.52M | 0.01% |
25,188
+8,519
|
|
||
711
3M
MMM
$84.4B
| $1.51M | 0.01% |
+10,372
|
|
||
712
Masco
MAS
$14.8B
| $1.51M | 0.01% |
+24,950
|
|
||
713
Mohawk Industries
MHK
$6.62B
| $1.5M | 0.01% |
15,192
+4,407
|
|
||
714
Becton Dickinson
BDX
$39.7B
| $1.49M | 0.01% |
9,496
+457
|
|
||
715
Kraft Heinz
KHC
$26.6B
| $1.48M | 0.01% |
65,801
+12,968
|
|
||
716
Jefferies Financial Group
JEF
$12.4B
| $1.48M | 0.01% |
35,848
+12,000
|
|
||
717
H&R Block
HRB
$4.55B
| $1.48M | 0.01% |
46,529
-409,126
|
|
||
718
Delta Air Lines
DAL
$57B
| $1.47M | 0.01% |
22,104
-52,755
|
|
||
719
Darden Restaurants
DRI
$24.1B
| $1.47M | 0.01% |
7,490
+307
|
|
||
720
Brunswick
BC
$5.28B
| $1.45M | 0.01% |
19,981
-58,287
|
|
||
721
Kohl's
KSS
$1.99B
| $1.45M | 0.01% |
112,260
-410,420
|
|
||
722
Advance Auto Parts
AAP
$3.31B
| $1.41M | 0.01% |
26,722
-3,258
|
|
||
723
MGM Resorts International
MGM
$12B
| $1.41M | 0.01% |
+38,074
|
|
||
724
WD-40
WDFC
$3.06B
| $1.4M | 0.01% |
6,888
-9,937
|
|
||
|
APLS
725
DELISTED
Apellis Pharmaceuticals
APLS
| $1.4M | 0.01% |
34,913
-108,892
|
|