Ray Dalio

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.

This Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.9B
AUM Growth
+$446M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$96.8M
3
+$17.5M
4
IBM icon
IBM
IBM
+$16.8M
5
MU icon
Micron Technology
MU
+$13.6M

Top Sells

1
+$294M
2
+$22.6M
3
+$20.1M
4
BEN icon
Franklin Resources
BEN
+$18.3M
5
CTSH icon
Cognizant
CTSH
+$17.9M

Sector Composition

1 Technology 2.18%
2 Energy 1.76%
3 Healthcare 1.18%
4 Consumer Discretionary 1.12%
5 Materials 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.22M 0.07%
+350,980
52
$8.16M 0.07%
205,716
+127,118
53
$7.92M 0.07%
265,000
-76,500
54
$7.89M 0.07%
509,400
+16,400
55
$7.83M 0.07%
446,699
-4,300
56
$7.79M 0.07%
159,700
-20,100
57
$7.78M 0.07%
+130,800
58
$7.78M 0.07%
91,938
+21,938
59
$7.74M 0.07%
465,800
+262,400
60
$7.63M 0.06%
182,400
-18,000
61
$7.63M 0.06%
177,100
+96,500
62
$7.53M 0.06%
482,500
-57,400
63
$7.52M 0.06%
+98,125
64
$7.5M 0.06%
133,416
-7,096
65
$7.43M 0.06%
290,750
-8,474
66
$7.35M 0.06%
174,700
+5,729
67
$7.24M 0.06%
210,645
-3,545
68
$7.16M 0.06%
58,900
-15,635
69
$7.1M 0.06%
60,441
-600
70
$7.1M 0.06%
352,448
-351,174
71
$6.98M 0.06%
+30,709
72
$6.97M 0.06%
158,400
-28,100
73
$6.93M 0.06%
+87,579
74
$6.86M 0.06%
121,934
-222,155
75
$6.77M 0.06%
+142,253
1 2
3
4 5